As a fully licensed investment professional for nearly 30 years, Charlie implements wealth management strategies for clients by concentrating on portfolio management. He focuses on equity research, portfolio hedging strategies and new business-planning development.
Charlie is firmly committed to long term relationships and strives to deliver exceptional client service. He listens carefully to their goals, values, aspirations and concerns; based on this input, Charlie then works attentively to help them in achieving their financial objectives.
As an alumnus of Manhattan College with a Bachelor of Business Administration in Business Management, Charlie continues to expand his learning. Through his studies in martial arts his Sensei reinforced life guiding principles including discipline, focusing, strategizing, and education.
Charlie’s true passion for over 25 years has been hosting one of the longest running financial radio talk shows in the United States, “Money Talk.”
Charlie and his wife, Pam, have been married for more than 27 years and have two loving daughters Christina and Michelle.