Charles (“Charlie”) is a Managing Director at 1919 Investment Counsel, as well as the Head of the Philadelphia Office and the Chief Investment Officer. In his role as a Portfolio Manager, Charlie works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives. Additionally, as Chief Investment Officer, Charlie is responsible for developing and overseeing the firm’s investment strategy and process. He is head of the Asset Allocation Strategy Group and a member of the Executive Committee and Operating Committee.

Outside of the office, Charlie is active in several non-profit organizations and currently serves on the Finance Council of St. Paul’s Parish in Princeton, NJ.

Charlie entered the financial services industry in 1984. Prior to joining the firm in 1998, he was a Senior Portfolio Manager with CoreStates Family Wealth Group.

In his spare time, Charlie enjoys family activities and traveling with his wife Michelle and their five daughters.

Charlie graduated from Wittenberg University with a B.A. in Biology and Philosophy, and he earned his M.B.A. from Villanova University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.