Charles (Chuck) is a Senior Consultant at Westminster Consulting. Chuck has 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, financial well-being of employee participants, human capital advisory services, and diversity and inclusion issues in financial benefit utilization. Chuck has focused on becoming an ally to all marginalized groups. Where his privilege can be an asset.
Prior to joining Westminster, Chuck was a part of the Gallagher retirement plan consulting team. He has over 25 years of financial experience that has encompassed all areas of the employee benefits industry. The last 15 years have been specifically focused on investment consulting, fiduciary liability consulting, and plan design consulting for mid-market defined contribution plans.
Chuck earned his bachelor’s degree in Management Science/Economics from the State University of New York at Cortland and the London Metropolitan University. He has also received the industry designation of Senior Certified Professional from the Society for Human Resource Management (SHRM-SCP). Chuck is an Accredited Investment Fiduciary (AIF).
Chuck resides in New Jersey with his wife Kathy and their son. In his free time, he enjoys spending time with his family, training, hiking, and volunteering. He competes frequently in local USAPL Powerlifting competitions.