With more than 15 years of experience in the financial services industry, Charles Verruggio works with high-net-worth clients regarding investment and financial planning matters, bringing a robust blend of asset allocation, portfolio and investment management and financial planning experience to each client relationship. Charles’s specific responsibilities include efficient portfolio construction for the firm’s client base and holistic financial planning across various areas such as retirement, education funding and insurance planning. As Chief Investment Officer, Charles leads the WGCA Investment Policy Committee and collaborates with other senior members of the team to develop and refin