UBS Financial Services Inc.
Charlie is Senior Vice President of Investments and Senior Portfolio Manager at UBS Financial Services Inc. located on Market Street in New Albany. Charlie believes that your financial success should be the result of skill and a plan, not luck or an accident. As a financial advisor, he has a unique view of financial planning — he thinks that you should enjoy your wealth. Successful financial planning is not just about money, but how your money can change your life. Through careful planning and meticulous implementation of your plan, you can achieve most, if not all, of your life goals.
Charlie is a graduate of The Ohio State University B.A., M.B.A., and Capital University Law School J.D. When Charlie started his career as a financial advisor in the 1981-1982 Bear Market, interest rates were moving toward 20%. He has guided clients through five presidents, five bear markets, and both rising and falling interest rates. Charlie has completed some of the most rigorous training in the investment industry including Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), and the prestigious UBS Wealth Advisor programs.
For the past three years, Charlie has been named to “Barron’s Top 1000 Financial Advisors” list nationally, and ranked #8 in Ohio (2011, 2012). He is a member of Ohio State Sphinx Alumni Advisory Council, National Eagle Scouts Association, Columbus Bar Association, and New Albany Presbyterian Church. Charlie currently serves as Trustee (2nd Year) for New Albany Chamber of Commerce. Charlie lives in New Albany with his wife, Shannan, and son, Whitney. He also has two grown children, Courtney and Chad.
UBS is one of the world’s leading financial firms, serving a discerning international client base. UBS is also the leading global wealth manager, a leading global investment banking and securities firm, and one of the largest global asset managers.