Chuck is a Managing Director at Pathstone. He serves as Vice Chair of the Nevada Board of Directors of Willow Street and as a member of the Nevada Distribution, Investment, and Trust Committees.

Before joining Pathstone, Chuck was Managing Director and Head of Strategy, Operations, and Finance at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He joined Hall Capital Partners in 1998 as a reporting analyst.

Chuck earned a Bachelor of Science in Business Administration from the University of New Hampshire and an MBA from the Haas School of Business at the University of California, Berkeley. He serves on the Board of Directors for Summer Search Bay Area.