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Biography

Charlie is an Associate in the Denver office and a member of the Cerity Partners Portfolio Management Team. he assists with transitioning and monitoring Cerity Partners OCIO client portfolios.

Prior to joining Cerity Partners, Charlie was an Analyst at Agility. Before that, he worked on the Portfolio Management Team at Inspirato. Charlie is also a veteran who served as a noncommissioned officer in a United States Army Special Operations unit.

In his spare time, Charlie enjoys traveling, backpacking, and snowboarding.

Education

  • B.S. in Business Administration from the University of Colorado at Boulder

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