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Charles S. Holt

Managing Director, Founding Partner

Verdence Capital Advisors

United States, Virginia, Alexandria

About Me

Charlie serves as a Managing Director and Partner at Verdence. Prior to joining the team, Charlie was a Senior Vice President of Investments in the Global Wealth Management Group at Merrill Lynch, bringing over 25 years of experience in financial services industry. Charlie specializes in developing and implementing advanced planning and investment strategies for high-net-worth families. He concentrates on clients’ primary concerns: preservation of capital, tax minimization and lifetime cash flow needs.

Profile Information

Managing Director, Founding Partner

Verdence Capital Advisors

Investment Team,Operations Team

Investor

Multi-Family Office

Alexandria

Virginia

United States

Aug 16, 2024

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