Charlie serves as Vice President, Controller in our Madison, WI office, supporting the Chief Financial Officer and overseeing financial controls.
Before joining the team, Charlie held various positions at Covance Laboratories for over a decade, working his way up from Senior Financial Accountant to Associate Director/Assistant Controller. He also previously worked in accounting at Baker Tilly Virchow Krause and brings a total of almost 20 years of experience in finance and accounting.
Outside the office, he enjoys running and playing soccer, in addition to coaching his daughters in youth sports.
- Associate Director/Assistant Controller at Covance Laboratories, Inc.
- Senior Accountant at Baker Tilly Virchow Krause, LLP
Education & Credentials
- BS, University of Wisconsin – La Crosse, Accounting and Finance
- MBA, Edgewood College
*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.