Charlie has been a Registered Representative since 1993.
Prior to founding Kraft Wealth Management, Charlie was Senior Financial Advisor at Wells Fargo Advisors in Del Mar, California. He was responsible for relationship management, portfolio construction and asset allocation strategies for high-net worth families, family offices, endowments, and foundations. He also managed treasury balances for a number of corporate clients.
Charlie was a Vice President, Private Banking North America with Credit Suisse in Chicago where he served a similar clientele across the Midwest. Credit Suisse exited the domestic asset management and sold to Wells Fargo Advisors in 2016.
His experience also includes the Investment Management Division of Goldman Sachs where he advised Institutional clients with assets between $500M and $2B.
Prior to Goldman, Charlie spent 17 years at William Blair & Co. as a Partner in Institutional Equity Sales, a full-service investment bank headquartered in Chicago. Responsibilities included equity research coverage for middle-market mutual funds, insurance companies, and hedge funds across the country.
Out of the office, Charlie enjoys downhill skiing, cycling, and fishing. He has three children, two German Short-Haired Pointers and lives in Leucadia, CA. He enthusiastically supports the Rancho Coastal Humane Society, The University of Oregon, California Polytechnic University, and The University of Virginia.
Education
BS in Engineering from Michigan State University
MBA in Finance with a specialization in International Business from the University of Chicago
Securities Registrations: Series 3, 7, 24, 63, 66, and SIE Registration