Joined Curi Capital
June 2014
Education
- BA in Economics, Lake Forest College
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Greenhouse Scholars, Mentor
Bio
Charlie is a seasoned wealth advisor and team leader who brings a collaborative, disciplined approach to helping clients achieve their long-term financial goals. As the leader of Curi Capital’s Michigan advising team, he focuses on strategic planning, mentorship, and delivering comprehensive financial solutions tailored to each client’s unique needs. Charlie has an extensive financial planning background that includes working with corporate executives, small business owners, and those with complex estate planning and tax planning needs.
Charlie graduated from Lake Forest College with a degree in Economics, where he also played four years of collegiate soccer. Outside of work, he enjoys playing golf and spending time on the boat with his wife Lisa and their three children, Nina, William, and Emersyn.