Charlie is a Managing Director at 1919 Investment Counsel, LLC, the Chief Investment Officer and the Director of the Philadelphia office. He has more than 30 years of experience in investment management working with individuals, families, foundations, endowments and institutional clients with complex financial needs. Charlie is a member of the firm’s Executive Committee responsible for developing and leading the firm’s strategic vision. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. In addition, he is responsible for developing the fir