EDUCATION

Spring Hill College - Bachelor of Science, Accounting

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PROFESSIONAL

After earning his degree from Spring Hill College, Charlie returned to his roots in St. Louis to begin his career in tax accountancy. It wasn’t long before he brought his talents to the Gatewood Wealth Solutions team, joining as an Operations Analyst.

 

In his role at GWS, Charlie works closely with the Investment Committee and supports the Operations Department.  His responsibilities include tracking and updating the GWS model investment portfolios, as well as attribution tracking. He uses software systems such as Morningstar, YCharts, and Alteryx to deliver optimal results.

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PERSONAL

A St. Louis native, Charlie grew up in a family of three, sharing a close bond with his siblings, William and Madeline. A graduate of Webster Groves High School, he demonstrated exceptional athletic skills in golf and hockey. This passion earned him a golf scholarship to Spring Hill College, where he pursued his interest in accounting.

 

Outside of work, Charlie enjoys a range of activities including skiing, fishing, and traveling to new places. A dedicated golfer, he never misses an opportunity to enjoy a round on the links.