P: (973) 927-5050 | M: (973) 713-4495
Charlie’s extensive professional experience includes establishing and managing several institutional and retail brokerage firms. His knowledge and experiences within the Financial industry give him a unique perspective when looking to find appropriate investment products to meet both individual and business client needs. Currently, Charlie is a FINRA registered representative offering securities through Glen Eagle Wealth LLC, and an investment advisor representative.
In addition, he is President of Financial Fitness Services, licensed Insurance Agency in Pennsylvania.
Prior to joining Glen Eagle, he was a registered representative with Lombard Securities in Baltimore, Maryland from 2002 through 2012. He decided to join Glen Eagle after meeting its Principals, John and Susan Michel and discussing the client focused culture and local support they could provide, should the need occur.
Charlie is a highly motivated, results oriented individual with 30 years of client focused business development management experience. He has a solid track record, gained through assignments leveraging business development creativity, professional managerial and technical brokerage expertise. His extensive business experience in the financial services industry with a focus on discount and full service brokerage and insurance services includes: sales, marketing, back office operations, compliance, and product & system development. He leverages his extensive knowledge of the financial industry and products to meet his clients’ financial needs.
Charlie is a graduate of Lafayette College in Easton, Pennsylvania with a degree in Economics. He is registered with FINRA holding his Series 7, 65 and 63 licenses.
Charlie and his wife Kathe reside in Doylestown, PA and have three children Caitlyn, Chip and Kathleen. Charlie volunteers many hours to coaching intercity youth with the New Jersey Roadrunners Basketball AAU program. His coaching and mentoring prepares the players both academically and athletically to succeed at the collegiate level and beyond.
Prior Work Experience
- During his 12 year tenure at PNC Bank, Charlie served as President of PNC Brokerage Corp., Senior Vice President of PNC Securities and President of Trade$aver, Inc. While at PNC, he established and managed PNC Brokerage with a retail sales force of over 250 licensed registered representatives. He developed and implemented PNC Bank’s plan to distribute retail investments throughout its retail bank branch network, which included managing the sales force located in over 550 bank branches throughout 5 states. He also established the Trade$aver Discount Brokerage operation for Provident National Bank and all of its trading and operational activities.
- As President of FutureShare, Charlie established a broker dealer for ChaseMellon Shareholder Services to leverage corporate relationships and maximize revenue opportunities and cost savings. The Broker Dealer became operational in October of 1999 resulting in a cost reduction of over $3 million and additional new revenue in excess of $10 million in 2000.
- As President of FirstConnect Insurance Network Inc., he established and managed a start-up company as a subsidiary of New England Financial with a goal to automate the highly paper and labor intensive process of distributing annuities through banks, broker dealers and financial advisors.
- Charlie was President of BHCM, Inc., where his primary focus was to provide creative solutions for both Bank and Non Bank Brokerage firms.