Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, and fixed income analyst. Having joined the firm in 2018 as part of the client operations team, Charles now works as a member of the Investment Team, with a focus on trading. Outside of the office, Charles enjoys being active, attending sporting events, and going to concerts whenever possible.
Previous Experience
- Investment Representative/Underwriting Coordinator at Bankers’ Bank
- Financial Representative at Country Financial
Education & Credentials
- BBA, University of Wisconsin – Whitewater, Finance
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
