Joined Curi Capital
June 2014
Education
- BA in Economics, Lake Forest College
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Greenhouse Scholars, Mentor
Bio
Charlie joined RMB in 2014. As a wealth advisor at RMB, Charlie is responsible for comprehensive wealth management and the execution of goal-based planning strategies.
Charlie earned his BA in economics from Lake Forest College and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Charlie enjoys spending time with his wife and three kids and playing golf.