Charlie joined Nasdaq Dorsey Wright in November 2016. He began his career with Holly Street Wealth Advisors in Pasadena, CA. As one of the founding team members, Charlie worked to build out the operations, technology, and marketing material of the firm. He is currently studying for the CMT and is a holder of the series 65.

In his spare time Charlie enjoys cooking and running. He is married with one child. He graduated from the California State University at Fullerton in 2012 with a major in American Studies with a focus in business and minor in Entrepreneurship.