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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.

Learn more about Cerity Partners Family Office.

Education

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

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Justyn Volesko and Mimi Drake and PJ DuWors and Charlotte McGibbon

Partner & Co-Head of Family Office & Partner & Practice Leader & Senior Principal & Principal

Family Office

Webinar Recording: Raising Financially Confident Children

Join us for an exclusive discussion hosted by Cerity Partners Family Office on fostering financial confidence in the next generation by instilling responsibility, strengthening decision-making, and aligning conversations with your family’s values and legacy.

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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By submitting the form, 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.