A California native, Charles grew up in Lake Tahoe and spent several years in the Bay Area before relocating to Los Angeles in 2014. Prior to joining Westmount, he was a senior associate at Dimensional Fund Advisors, where he provided consulting services for independent advisors throughout Northern California. Previously, he was a senior financial analyst in Merrill Lynch’s Private Banking and Investment Group.
As a senior advisor at Westmount, Charles advises and guides clients through the complexities of investment management, asset allocation and financial planning, and develops thoughtful strategies to help them achieve their financial goals.
Charles received a Master of Business Administration degree from UCLA and a Bachelor of Arts degree in economics from Stanford University. He also holds the Chartered Financial Analyst™, CERTIFIED FINANCIAL PLANNER™ and Chartered Alternative Investment Analyst certifications. When he’s not at the office, Charles enjoys playing tennis, skiing, listening to live music and visiting his hometown of Tahoe.