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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Vice President–Wealth Management
Financial Advisor
Charles is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. With this certification Charles is qualified to engage clients in a process that addresses investments, retirement planning, estate planning services, wealth transition, insurance needs and tax coordination. An emphasis on elite client service and continued focus on those things most important in his clients' lives are what set Charles apart from a typical "stock broker".
Prior to joining UBS in 2014, Charles spent 12 years with Merrill Lynch, successfully ran two small businesses and participated in the launch of a technology company in New York. He graduated from the University of Illinois with a BS in Finance in 2000, received his MBA from Northwestern’s Kellogg Graduate School of Management in 2009 and achieved the CFP® designation in 2011.
Charles is passionate about education reform and sits on the board of directors for the Illinois Network of Charter Schools. Charles has also served on the Rush University Cancer Center Leadership Committee, and the Board of Governors for Olympia Fields Country Club. He founded the Millennium Wine Society while living in New York City, and has completed two marathons.
Charles lives in Western Springs with his two boys, Lucas and Max.
Personal & Community
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Charles is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. With this certification Charles is qualified to engage clients in a process that addresses investments, retirement planning, estate planning services, wealth transition, insurance needs and tax coordination. An emphasis on elite client service and continued focus on those things most important in his clients' lives are what set Charles apart from a typical "stock broker".
Prior to joining UBS in 2014, Charles spent 12 years with Merrill Lynch, successfully ran two small businesses and participated in the launch of a technology company in New York. He graduated from the University of Illinois with a BS in Finance in 2000, received his MBA from Northwestern’s Kellogg Graduate School of Management in 2009 and achieved the CFP® designation in 2011.
Charles is passionate about education reform and sits on the board of directors for the Illinois Network of Charter Schools. Charles has also served on the Rush University Cancer Center Leadership Committee, and the Board of Governors for Olympia Fields Country Club. He founded the Millennium Wine Society while living in New York City, and has completed two marathons.
Charles lives in Western Springs with his two boys, Lucas and Max.
Personal & Community
Education
Credentials
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
