Charlie is a partner, a member of the Executive Team and serves as head of U.S. private client, endowments and foundations. Prior to this role, he was Head of U.S. Sales for the firm. In his current position, Charlie is responsible for overseeing the growth, strategy and profitability of the Private Client, Endowments & Foundations business.


  • Johns Hopkins University, MBA
  • Lake Forest College, BA

Community Involvement

  • Board Member, Next One Up
  • Board Member, Johns Hopkins Carey Business School Dean's Alumni Council
  • Executive Council, United Way of Central Maryland Tocqueville Society


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