Charlie joined Summitry in 2017 as a Financial Planning Associate. Charlie has been working across various industries since 2009. Prior to joining Summitry, Charlie was a Private Client Advisor within Bank of the West Wealth Management, specializing as a planner/advisor for the bank’s French expatriates. Charlie graduated from the University of St. Andrews (Scotland) with his Masters of Arts in Sustainable Development (emphasis in Management) in 2009.
Charlie is a native San Franciscan, Charlie is happy to have come back to the Bay in 2012. In his time off, Charlie enjoys reading, watching rugby, training to get back into triathlons and finding new hole-in-the wall restaurants.