As Director of Investment Operations, Charles Dickey plays a prominent role in the development and implementation of customized investment strategies and comprehensive financial plans, collaborating closely with the firm’s leadership to provide tailored solutions that align with each client’s specific needs and objectives.
With over 10 years in financial services, Charles has extensive experience advising high-net-worth individuals on wealth planning, investment management, and trust and estate planning. Charles earned a B.A. in Economics and Classics from Connecticut College in New London, CT. While at Connecticut College, Charles was a member of the lacrosse team. He has previously taken and passed the Series 65 exam, and currently is working to complete his certificate in Personal Financial Planning from the University of California, Los Angeles and becoming a Certified Financial Planner.
