Charles co-founded Pointe Capital Management with Paul in 2010 after a distinguished 36-year career working with top Wall St. firms. Serving some of the country’s most discerning and sophisticated investors, Charles developed a deep and thorough understanding of U.S. and Global capital markets. These experiences inspired Charles’ vision for Pointe Capital’s unique, investment-led approach to client-centered wealth management.
Charles is an adventurer at heart with experiences that have included a 29-year career as a Naval Aviator and Commander, and a 23-day, 7,250 mile cross-country motorcycle tour with sons Jeff and Paul.
It was that same adventurous spirit that led Charles to leave Wall Street. Determined to apply his considerable know-how to helping individuals and families, Charles chose to operate Pointe Capital as a Registered Investment Advisor – ensuring client interests will always come first. Always.
In addition to an MBA from the Ross School of Business at the University of Michigan, Chuck holds a B.S. from Michigan State University.