Professional Bio
Charles received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting, and his Juris Doctorate from Villanova University School of Law where he focused his studies on Business and Estate planning. Charles has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Charles is the founding partner of Barrister, a State Registered Investment Advisor, which provides financial planning, investment management, and risk management for individuals, retirement plan and insurance solutions for business, and asset management for institutions and nonprofits. Charles created and developed the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University. Charles served over 10 years as an Assistant Professor of Finance and an instructor for the Certificate Program at Stockton University.
Charles also founded Barrister Higher Learning, LLC, which provides CFP® education and exam review courses, along with financial literacy and financial planning presentations for audiences ranging from high school students to senior citizens to seasoned Financial Advisors.
Prior to founding Barrister, Charles was the Managing Director of a Registered Investment Advisor in Philadelphia, leading the creation and development of the firm. Charles previously worked in the finance industry as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanley and Accenture. While in law school he was an extern for the Honorable Bruce W. Kauffman of the United States District Court for the Eastern District of Pennsylvania. In addition, Charles was a legal intern for a publicly traded software company and a private wealth management firm.
Charles resides with his wife Dianna and son Trey in Philadelphia and enjoys reading, golfing, exercise, snowboarding, surfing, spending time with family, and relaxing on the beach.
