At Callan Family Office, Charles brings over 30 years of financial experience and expertise in working with multi-generational families, individuals and non-profit organizations. As a relationship manager, Charles provides comprehensive family office services that include sophisticated financial planning, investment management, trust services, credit, and general banking services to family enterprises. He also assists non-profit organizations in developing asset allocation strategies, adopting appropriate spending policies, and implementing business development efforts to grow foundation assets.

In addition to Charles role as a Relationship Manager, he serves on Callan Family Office’s Management Team as well as co-chairs the firm’s Risk and Compliance Committee.

Prior to Callan Family Office, Charles was a Director and Relationship Manager at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. Prior to his tenure at Abbot Downing, Charles held positions with JP Morgan Private Bank and was a Manager at Northern Trust.

Charles holds dual degrees in finance and marketing from the University of Akron and has completed both National Trust and National Graduate Trust School programs. He has earned both the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations.