Senior Wealth Executive
Charlie graduated from Oxford Brookes University in 2014 with a BA (Hons) degree in Business and Management. He worked at Charles Stanley Wealth Managers on their graduate scheme for three years before joining MASECO as a Senior Wealth Executive in October 2017. He has completed his Investment Advice Diploma, and is looking into taking the Private Client Investment Advice & Management qualification in the near future.
At MASECO, Charlie works with Rory Dorman & Nicola Harvey as part of their “Investment pod”. He is a point of contact for client enquiries and assembles review reports required for client meetings, as well as assisting with the preparation of rebalancing procedures for client portfolios.
In his spare time….
Charlie is a keen sportsman, playing for his local cricket team in the summer months. Alongside cricket he plays tennis socially, and follows rugby and American football. Charlie also likes to regularly attend gigs, and watch films at his local cinema.