Joining Elevage Partners in 2012, Chuck provides support to the wealth management team. He assists with investment research, facilitates portfolio rebalancing, and handles account documentation. With over 20 years of experience in financial services, Chuck shares Elevage Partners’ passion and vision for helping clients retire successfully. Chuck’s background includes a Bachelor of Science in Economics from University of California Riverside, Masters in Economics from Cal Poly Pomona, and time with Epic Management and Copeland Wealth Management before starting with Elevage Partners.
“My goal is for Elevage Partners’ clients to be better off because of the work I’ve contributed to their plan.”
Outside of work Chuck enjoys time with his family, playing golf and tennis, and reading any chance he gets.