Client Services Associate
Charlie joined Ginsburg Financial Advisors, Inc. in May of 2019. As a Client Service Associate, Charlie supports the Director of Investment Management’s investment research and portfolio management activities and assists Client Advisors with their preparation of financial plans. Charlie also helps staff with producing and assembling quarterly portfolio reports and participates in a variety of other operational and client-related special projects.
Prior to starting at Ginsburg Financial Advisors, Charlie worked in the Biotech industry for four years. He worked for a DNA sequencing company, performing and optimizing experiments. His passion for investing and money management in general led him to pursue a career in financial planning.
Charlie received a Bachelor of Science degree from Santa Clara University in Bioengineering. Charlie is currently enrolled in a College for Financial Planning certification program. In his free time Charlie enjoys playing soccer and basketball, as well as watching hockey and basketball. He has a passion for world travel and tries to visit a new country every year.