Charles is a Senior Consultant at Westminster Consulting. Chuck will have client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions. He assists his clients with the design, implementation, and investment monitoring of their retirement plans.
Prior to joining Westminster, Charles was a part of the Gallagher retirement plan consulting team. Charles has over 20 years of financial experience that has encompassed all areas of the employee benefits industry. The last ten years have been specifically focused on investment consulting, fiduciary liability consulting, and plan design consulting for mid-market defined contribution plans.
Charles earned his Bachelor’s Degree in Management Science/Economics from the State University of New York at Cortland and the London Metropolitan University. Charles has also received the industry designation of Senior Certified Professional from the Society for Human Resource Management (SHRM-SCP).
Charles resides in New Jersey with his wife Kathy and their son. In his free time Charles enjoys spending time with his family, training, hiking and volunteering. Charles spends much of his time at the Boys and Girls club of Harlem, and is a board member of the National Future Insurance Leaders Program that is dedicated to promoting diversity and inclusion in the insurance industry.