Team Member Details
About Me
When Charley joined Plancorp in 2015 as a partner, he brought with him not only decades of experience in investment management, but also a heart for non-profits and community service. Here, he employs that passion every day by helping foundations, private schools, faith-based organizations and other non-profits effectively manage their investments. Charley's attention to fiduciary best practices helps non-profits better serve their constituents, their donors and fulfill their institutional mission.
Charley has held executive roles in multiple investment management firms during his 30+ year career. In 2006 he founded 1926 Investment Advisors and sold his firm to Plancorp in 2015. Outside of the office and community service, Charley enjoys spending time with wife and two boys.
Community Involvement
- National Council on Alcoholism and Drug Abuse (NCADA)
- White House Jesuit Retreat, Inc.
- Opera Theatre of Saint Louis Investment Committee
- Former NFP Boards: St. Louis Art Museum Corporate Partners, Mathews-Dickey Boys and Girls Club, DePauw University Alumni Board, DePauw University Board of Visitors, Arts & Education Board
Education
- DePauw University BA 1986
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