Charles is a Principal based in the Houston office. He specializes in comprehensive wealth management for high-net-worth individuals, company executives, and business owners. He also oversees the planning work done for the clients of the Houston office.
Prior to joining Cerity Partners, Charles was an Associate and VP at Autumn Lane Advisors where he provided in-depth financial planning and portfolio management to ultra-high-net-worth families. Prior to that, he was a Wealth Advisor for Investec Wealth Strategies.
Charles earned his Bachelor of Science in Psychology from Texas A&M University. He holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA) designations. As a way to give back to the community, he serves as the Muster Chair for the Houston A&M Club and volunteers as a mentor through the Caring Aggie Mentoring Program.
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