About Charlie
Serving the Chicago area, Charlie provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Charlie works closely with you to develop an investment plan that works for your unique objectives.
Education
Miami University | Oxford, Ohio
Bachelor of Science in Business, Finance
DePaul University | Chicago, Illinois
Master of Business Administration
Bachelor of Science in Business, Finance
DePaul University | Chicago, Illinois
Master of Business Administration
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
Learn More
