Charlie is a Managing Director at 1919 Investment Counsel, LLC, the Chief Investment Officer and the Director of the Philadelphia office. He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Charlie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision.
As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, he is responsible for developing the firm’s investment strategy and process. Charlie is chairman of the Asset Allocation Committee and is a member of the Equity Strategy Group.
He joined Scudder Private Investment Counsel (a predecessor firm) in 1998. Before that he was a Senior Portfolio Manager with CoreStates Family Wealth Group. He entered the investment profession in 1984.
Charlie is active in several non-profit organizations and currently serves on the Finance Council of St. Paul’s Parish in Princeton.
He earned an M.B.A. from Villanova University, a B.A. in Biology and Philosophy from Wittenberg University and is a CFA charterholder. He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia. In his free time, he enjoys family activities and travel with his wife Michelle and their five daughters.