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Biography

Charlotte McGibbon is a Principal at Cerity Partners, specializing in the operational needs of our family office clients. She joined the Firm with experience from Morgan Stanley, as well as Vanguard, where she served as a Family Legacy Specialist, working closely with multi-generational families to provide guidance on future planning and investment education.

Charlotte holds a degree in International Business from the Fox School of Business at Temple University and maintains her Series 7, 63, and 66 licenses. She became a Certified Professional Life Coach in 2023 and is currently pursuing the Accredited Financial Counselor (AFC®) designation to further enhance her ability to support clients on their financial journeys. She is passionate about helping families build lasting financial legacies through education and thoughtful planning.

Education

  • International Business from the Fox School of Business at Temple University

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By clicking “Schedule Now”, 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.