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.
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