As Principal, Business Development, Charlie spearheads the firm’s efforts in recruiting and collaborating with prospective ultra high net worth advisors and teams. With over 25 years of experience helping advisors navigate complex business transitions, Charlie is well-positioned to assist successful advisors in assessing whether joining NewEdge is the right move for them and their clients. Charlie has held VP and Director level positions across the independent advisor landscape, including BNY Mellon Pershing, Wells Fargo Financial Network, and Schwab Institutional. Most recently, Charlie founded and owned Waypoint Consultants, where he guided advisors as they explored, planned, and executed their professional journey to independence.
Charlie graduated from the E. Claiborne Robins School of Business at the University of Richmond, earning a Bachelor of Science in Business Administration with majors in Finance and Marketing. He currently holds Series 7, 8, 63, and 65 licenses.
Originally from Tampa, Charlie now resides in Orlando, FL. Outside of work, he enjoys playing tennis, golf, traveling, and sailing. As a certified instructor, he volunteers his time teaching beginner small-boat sailing.