Get to Know Charles at Work
What do you love about your job?
I really enjoy the entire journey of getting to know someone, understanding their most important goals, helping them put together a plan to reach those goals and then seeing the plan come to fruition. There is nothing more rewarding then seeing that process evolve and succeed over time.
Why did you choose a career at WGCA?
When it comes to learning, my true love is psychology. I genuinely enjoy learning about other people and helping them reach their maximum potential. I’ve also always had a strong passion to work with numbers. As a Senior Financial Advisor at Wolf Group Capital Advisors, I get to combine these two interests and pursue my dream.
How would you describe WGCA’s culture?
A very collegial environment with a client-first mentality.
Charles Outside the Office
What do you do for fun?
Travel, read and play sports with our three young boys.
What is your favorite vacation spot and why?
My family and I enjoy going to New York City every year or so. My wife spent the first 8 years of her working career there and I spent a few years there myself. Our oldest son was born there, so it will always hold special meaning for us. Getting back there on a periodic basis gives us a chance to reminisce about all of the fond memories and also gives our children the opportunity to experience all of the vibrant culture and tradition that New York City has to offer.
What word best describes you?
- International organization employees & retirees
- U.S. nonresidents
- U.S. citizens living overseas
- Corporate expats
- U.S. domestic individuals & families
- Carnegie Mellon University, MBA in Finance and Accounting
- Univeristy of Pittsburgh, B.S. in Psychology and Business