Over the past decade Charlie has focused on building wealth management and investment management businesses on the local and national stage. He uses his experience in portfolio design, research and market technicals to help adjust the firm’s clients away from unnecessary risk and towards the return that they need to fulfill their goals. Charlie serves on the firm’s investment committee, works with clients and manages several of the systems and staff the firm uses to deliver its high levels of customer service. Before joining Pasadena Private Wealth, Charlie spent five years as a Portfolio Manager and Researcher with Nasdaq Dorsey Wright. He traveled the country speaking on investing to investors and clients, helping them to better understand different areas of the market. Charlie moved to Pasadena Private to get back to working with clients and making an impact in the community.
Charlie is finishing his MBA at the Drucker School of Business at Claremont Graduate University and did his undergraduate work at California State University Fullerton. Charlie loves to spend time with his wife, two boys and his animals at their home in La Verne when he is not riding, traveling, or working in the garage.