Client Advisory


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.


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

Connect with Charlie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues