AIF®
Director of Institutional Asset Management
Email: charley@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Charley Take Financial AssessmentAIF®
Director of Institutional Asset Management
Email: charley@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
When Charley joined Plancorp in 2015, 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 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.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163