Charley is the Managing Principal of Fiducia Group. He is a member of Fiducia Group’s Investment Committee and is the firm’s service partner liaison. Charley consults with clients on investments, fiduciary responsibility, vendor price negotiation, vendor searches and participant advocacy.
Prior to founding Fiducia Group in 2008, Charley was the Chief Administrative Officer of a national retirement advisory firm and the firm’s eastern region consulting practice leader. Charley has 27 years of retirement plan experience and has held multiple senior-level positions with national retirement consulting firms and investment companies.
Charley is a founding board member and secretary of the Pittsburgh Retirement Professionals and serves on the Government Affairs Committee of the National Association of Plan Advisors. Community involvement includes serving on the Board of Directors for Valencia Woods at St. Barnabas and John’s Way. He is also a Trustee and student ministry leader for his church.
Charley is a C(k)P® (Certified 401(k) Professional) in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Charley is also an Accredited Investment Fiduciary Analyst™ (AIFA®) through the Center for Fiduciary Studies and a Qualified Plan Financial Consultant (QPFC) through the American Society of Pension Professionals and Actuaries (ASPPA). He holds a B.A. in Accounting from Grove City College where upon graduation he became a Certified Public Accountant (inactive).
Smart Business Magazine recently recognized Charley as a Pacesetter honoree in recognition of Fiducia Group’s outstanding growth, leadership and contributions to the region.