Chuck has over 25 years' experience advising wealthy families, entrepreneurs and foundations on comprehensive investment management and estate planning. Prior to becoming a founding member of Sequent, Chuck was a Managing Director and ran an advisory team at Wells Fargo, was a Senior Banker at JP Morgan's Private Bank and worked at Lehman Brothers running a team focused on providing investments for family offices and mid-market institutions. He started his career at Yamaichi Securities in Switzerland trading Eurobonds. He also spent time at UBS and Goldman Sachs working in Private Wealth Management.
Before joining the financial world, Chuck spent 8 years in commercial real estate gaining experience in asset management, leasing, property management and acquisition. Chuck received his M.B.A from the University of Chicago in Finance and his B.A. at the University of California at Santa Barbara majoring in Political Science and Business Economics. He holds a Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) and 66 (Uniform Combined State Law) securities registration.
Chuck currently lives in Danville with his wife and has two grown children. His passion for music and contemporary art has not only made him a patron of Bay Area Arts but has fostered a strong desire to help keep the Arts relevant in the Bay Area. Chuck is a Board Member of ArtCare - Friends of the SF Arts Commission and sits on the Finance Committee of Headlands for the Arts in Marin.