Wealth Advisor

Charles graduated from Columbia University in New York with a B.A. in History, earned an M.B.A. from the Thunderbird School of Global Management in Phoenix with a focus on finance, and an LL.M. in securities law from Osgoode Hall Law School in Toronto. He is a Chartered Financial Analyst® and Chartered Alternative Investment Analyst® and member of the CFA Institute and CAIA Association.

 Charles joined SeaCrest in 2012 and has over 30 years of experience in banking and investment management. He works with high-net-worth individuals and families, helping them align their investment portfolios with their broader financial objectives. His process includes reviewing existing investments in the context of client goals, and coordinating with tax, insurance, and estate considerations.

Working in partnership with clients, Charles develops customized investment plans designed to support both short- and long-term objectives, with the goal of creating a positive impact on their overall financial picture. He provides ongoing portfolio management across stocks, bonds, and alternative investments as part of a disciplined approach tailored to each client’s needs.