Charles is responsible for implementing comprehensive financial planning strategies for select clients of DBR & CO. Charles has over three decades of experience specializing in complex tax and estate planning issues and is passionate about helping clients develop a holistic approach towards their wealth so that they feel secure with their financial and estate plans.
Prior to joining DBR, Charles was Senior Vice President at Ayco Goldman Sachs, where he provided financial consulting services to senior corporate executives and led the firm’s Pittsburgh office. While at Ayco Goldman Sachs, Charles received the President’s Award for Outstanding Achievement.
Charles is an active member in the non-profit community, serving on the Board of Directors for the National Sports Center for the Disabled, Eden Hall Foundation, World Affairs Council of America, and Greater Pittsburgh Habitat for Humanity. In addition to his board responsibilities, Charles enjoys skiing, golfing, swimming, and spending time with his wife Jean, children David, Dan, and Jeff, and grandchildren MacKenzie, Alex, Noelle, Charlie, and Jack.
Charles holds a Bachelor of Science in Finance from Miami University and a Juris Doctor from Capital University Law School. In addition, he holds the Accredited Investment Fiduciary® designation.