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