Charlie joined Crestwood in 2021 and serves as a Portfolio Manager and Director.
Charlie works closely with high-net-worth multi-generational families and charitable foundations to help achieve their investment and wealth goals. Years of experience working in wealth management allows Charlie to construct and implement multi-asset class investment portfolios.
Charlie holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations. He earned a BA in International Business and Management from Dickinson College and earned an MBA from Columbia Business School.
Charlie is a member of the Rising Professional Advisors Council for Fairfield County’s Community Foundation, a Junior Board member of Part of the Solution (POTS), and a member of the Greenwich Chamber of Commerce Golf Outing committee.
Charlie resides in Greenwich near his large extended family and enjoys being active – playing squash, tennis, paddle tennis, golf, and skiing, running, cycling, traveling, and sailing at Indian Harbor Yacht Club.