Charles is a client service associate based in one of our New York City offices. In this role, he is responsible for the day-to-day servicing of client accounts, including new client onboarding and account maintenance.
His work ethic was shaped by his experiences as a Summer Helper with IBEW Local Union #3 working alongside his late father on the Hudson Yards construction project.
A native of Rockaway, Queens, and former college rugby player and enthusiast, Charles is a proud cancer survivor, foodie, and theater lover.
Previous Experience
- Motor Vehicle Operator at the National Park Service
- Legal Administrative Specialist at the Social Security Administration
Education & Credentials
- BBA, Loyola University Maryland, Management
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
