EXPERIENCE
Charlie began his journey at Pratt Collard Buck Advisory Group as an intern in 2019, and has since become an integral part of the team. His responsibilities now include organizing and conducting research for weekly investment meetings, assisting with client portfolio reviews, and serving as a reliable point of contact for clients.

Charlie is currently studying to obtain his Certified Financial Planner designation, taking courses through the Center for Professional Development at Canisius University.

EDUCATION

B.S. Business Administration - Financial Analysis Concentration, 2021
University at Buffalo

COMMUNITY INVOLVEMENT (past & present)

• Knights of Columbus, Council #2243

• St. Joseph’s Collegiate Institute Lasallian Auction Committee

• Voluntary Assistant to the Consulate General of Germany in Buffalo

PERSONAL
Charlie finds his greatest joy in spending time with his wife, Cecilia, and their two daughters, Imogen and Eden. When he's not with his family, he channels his passion for sports into avidly supporting the Buffalo Bills & Sabres. Beyond his love for his favorite teams, Charlie also loves to read and participate in numerous book clubs.