VP, Financial Advisory and Senior Financial Advisor
Charles Verruggio is a Senior Financial Advisor and leads the Financial Advisory division. His responsibilities include advising his global client base on matters ranging from efficient portfolio construction to retirement, education and insurance planning.
With more than 15 years of experience in the financial services industry, Charles continues to enjoy working with high-net-worth clients on investment and financial planning matters, bringing to each relationship a robust blend of asset allocation, portfolio and investment management, and financial planning expertise. Additionally, as Director of the WGCA Investment Policy Committee, Charles collaborates with other senior members of the team in developing and refining the firm’s overall investment strategy.
Charles holds a MBA from the Tepper School of Business at Carnegie Mellon University and a BS in Psychology and Business from the University of Pittsburgh.
- 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