Prior to joining Moors & Cabot in 2015, Chuck worked as a Financial Advisor at Morgan Stanley and UBS Financial Services. He began his professional career 28 years ago, and prior to starting in financial services was responsible for managing complex budgets, developing innovative strategies and effective campaigns for some of the world’s most respected brands.
Chuck is a Portfolio Manager and Vice President in Wealth Management, creating and managing investment strategies. He utilizes his own, in addition to the firm’s, asset allocation strategies drawing from several sophisticated resources.
While we offer our clients some of the world’s most powerful financial resources, the conversation always begins with “what is most important to you”? Whether it is planning for your retirement, a child’s education, your family legacy or the start or sale of a business, listening and understanding your needs is our strongest asset.
Providing a sound financial plan for my client’s continually evolving life is my top priority. I am dedicated to providing clients with custom-tailored financial solutions combined with the highest level of customer service. Incorporating our financial services experience into each and every client’s particular situation, we provide flexible and innovative strategies for today’s global markets.
University of North Carolina – Chapel Hill
Bachelor of Arts – Business Communications
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