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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
