Experience and Education
Charles supports a wealth advisory team by providing personalized financial planning and solutions based on each client’s specific needs and objectives.
Prior to joining Mariner Wealth Advisors, he was a portfolio analyst at BNY Mellon Wealth Management in New York City. In that role, he worked with individuals, families, foundations, endowments and retirement plans, as well as trust relationships. He also has experience conducting investment strategy analysis for client portfolios.
Charles has a bachelor’s degree in economics from the University of Notre Dame.