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 daughter, Imogen. When he's not with his family, he channels his passion for sports into avidly supporting his favorite team, the Buffalo Bills, and following the excitement of all sports leagues, from tennis to the WNBA. Though he harbors no ambitions of playing professionally, as his skill level would imply, Charlie loves to stay active by enjoying a round of golf or participating in a friendly pickup game of basketball.