Charlie is an Accredited Investment Fiduciary (AIF) and a Chartered Retirement Plan Specialist (CRPS). He has received the Wells Fargo Advisors Financial Network Platinum Council distinction from 2014-2024*.
Up Close:
When Charlie is not at work, he is spending time with his three sons, Rie, Braden & Ben and his wife, Yasemin. He loves to travel, especially to Turkey.
Places that Charlie has Called Home:
Charlotte, North Carolina
Paoli, Pennsylvania
Lake Forest, Illinois
Southern Pines, North Carolina
Narberth, Pennsylvania
Royersford, Pennsylvania
Oaks, Pennsylvania
Kimberton, Pennsylvania
Surprising facts about Charlie:
He’s Been Involved with The American Heart Association (AHA) for 28 years. The AHA has always been important to Charlie for a number of reasons:
· His father had open heart surgery and died from heart surgery
· Both grandfathers received heart bypasses
· One of his sons was born with a heart condition, who has since made a complete recovery.
His volunteering began with the AHA as a member of the Southeastern Pennsylvania Affiliate’s Planned Giving Committee. He went on to run that committee then became a member of the Board of Directors for that affiliate. That led to serving as a Member of the Operations Committee covering PA, DE, OH, KY & WV. From 2009-2013, Charlie chaired the National Investment Committee for the AHA of Dallas, TX.
From 2013-2018, Charlie chaired the AHA's Science & Technology Accelerator.
In 2007, he was awarded AHA's Advocacy Award & in 2009 he was honored with AHA's Distinguished Service Award.**
He is Co-Founder of The Greater Philadelphia Pharma In Transition Group and received the Life Sciences Pennsylvania President’s Service Award in 2017.***
He is Co-Founder of The Greater Philadelphia Pharma In Transition Group. He is a past Board Member of BioStrategy Partners & Co-Founded the Friends of the Lankenau Institute for Medical Research. He's a past Board Member of the Philadelphia HR Planning Society. He was the eighth in his family to graduate from Lake Forest College in Illinois and had the opportunity to study abroad in Madrid, Spain and work on the Madrid Stock Exchange.
At age 14, Charlie became Action Bike & Sport Shop’s only bicycle mechanic. His love of cycling continues today as he participates in multiple Farm-to-Fork long distance rides on the east coast each year.
Like Walter Cronkite, H. Ross Perot and Steven Spielberg, Charlie is an Eagle Scout. He continues to be connected to Boy Scouting was most recently an Assistant Scoutmaster of Limerick Troop 230 where he participated in High Adventure trips like Philmont (New Mexico), Northern Tier (Ely, MN and Winnipeg, Canada) and The Summit (West Virginia) and Sea Base (Bahamas). He's very proud that all three of his sons are Eagle Scouts.
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
** The 2007 Advocacy Award & 2009 Distinguished Service Award by the AHA was bestowed by the AHA as a result of community efforts, unrelated to the business of the firm.
*** The 2017 Life Sciences Pennsylvania President’s Service Award was bestowed by Life Sciences Pennsylvania as a result of community efforts, unrelated to the business of the firm.
Resident State: PA
CA Insurance License#: 0B63248
