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Charles (Chuck) Wright is an Associate with Shared Services in the New York office. As a member of the Operations Team, Chuck’s main responsibilities include managing custodian platforms, Addepar access creation, asset performance reporting, and employee onboarding & offboarding.
Chuck has over 10 years of experience in the finance field from an associate role in Private Banking at Wells Fargo to a Senior Associate at Parametric in Seattle, WA.
Prior to joining Cerity Partners, Chuck was a Portfolio Administrator and Trader for a boutique investment firm in New Jersey. His main responsibilities were working with firm analysts to create investment allocation models, actively trading client accounts, and managing client relationships with firm Partners.
Outside of work, Chuck enjoys traveling with family, golfing, and is an avid sports fan.
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