About Charles
As Portfolio Manager, Charles Weirich assists in the development of your personal investment policy guidelines. Charles makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Professional Experience
Greg is a Senior Investment Advisor for high net worth client relationships and has extensive experience in developing individualized portfolios for high-net-worth clients based upon their needs and objectives. Greg has 28 years of trust and investment management experience. In addition, he participates in many investment roundtables sponsored by the local media.
Education
Greg graduated with a Bachelor's in Finance from the University of Texas at Austin.
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.
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