What is Charlie York Cfa email address?

Charlie York Cfa's primary email address is *****@gmu.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Charlie York Cfa work for?

Charlie York Cfa is a Vice President - Senior Wealth Advisor at United Capital Financial Advisors, LLC.

Where Charlie York Cfa graduated from?

Charlie York Cfa holds a degree in Finance from Kellogg School of Management.

How can I directly contact Charlie York Cfa?

To contact Charlie York Cfa directly, you can use the email address *****@gmu.edu. Complete contact information is available upon registration with Muraena.

Who is Charlie York Cfa?

Charlie York is a seasoned financial professional with a robust background in wealth management and investment advisory, currently serving as Vice President and Senior Wealth Advisor at United Capital. With over 20 years of experience in the financial services industry, he has a proven track record of advising high net worth individuals, business owners, and non-profit institutions. Charlie's unique journey began as a naval aviator, where he honed his leadership skills and strategic thinking during his service, including a significant tenure at the Pentagon. He has held prominent roles at prestigious firms such as Goldman Sachs and BNY Mellon, leading teams and managing complex client relationships. In addition to his corporate expertise, Charlie contributes to academia as an adjunct professor, sharing his knowledge of finance with the next generation of leaders. His approach combines advanced digital planning tools with personalized service, ensuring that clients receive tailored investment strategies. Charlie's commitment to service excellence and holistic planning sets him apart in the competitive wealth management landscape.