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Institutional Asset Management

Charley Meyer

AIF®

Director of Institutional Asset Management

Charley Meyer

AIF®

Director of Institutional Asset Management

Biography

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 25+ 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
Education
  • DePauw University BA 1986

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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