Given the high level of customization within each CornerCap client’s portfolio, Chuck’s role is quite literally at the center of executing every client’s unique wealth accumulation strategy. He oversees trading of all stock, bond, mutual fund and other investment products within client portfolios. In addition to making sure trades happen when and how needed to address each client’s specific goals, Chuck manages key relationships with external partners involved in the trading process, a role that comes naturally to him since he spent the first decade of his career with Goldman Sachs as a stock trader on the New York Stock Exchange. Thanks to Chuck’s efforts to leverage existing and emerging technology in the field, our firm is able to keep trading costs in check for clients so that we can keep their dollars focused on portfolio growth, not fees.
Education and Accreditation
- BA – Boston University
- FINRA Series 7 and 63 Licensed (currently inactive)