As an Associate Director in Pathstone’s Winter Park office, Chuck and his team support the Managing Directors and clients by assisting with account requests such as opening and maintaining accounts, processing transactions, and preparing reports.

Chuck was hired in 2014 as part of the Service Team at WaterOak Advisors, the firm acquired by Pathstone. Prior to that, he worked for Charles Schwab & Company, Inc., at the Orlando Branch, Schwab Institutional Service Team and finally for the Client Reporting and Securites Services Team. Before focusing on finance as a career path, Chuck cultivated a varied and multifaceted list of jobs, having worked previously for the City of Orlando, for the Baltimore Orioles and as a radio announcer at stations in Washington, DC, and Orlando. He spent a decade working in Hospitality in Orlando area hotels, and at peak of his tenure he was promoted to Manager on Duty at the Westin Grand Bohemian, a luxury hotel in downtown Orlando.

Chuck’s educational path led him to the Diploma Hat Trick, earning degrees from each of Orlando’s major institutions: AA in Hospitality from Valencia Community College, BA in Organizational Communication from Rollins College and an MBA from the University of Central Florida.

Chuck and his wife, and even their dogs, love road trips and traveling the backroads and visiting the small towns of the United States.