Charlie serves as Regional Director of Business Development with NewEdge Advisors. He brings over 28 years of extensive experience after serving as Executive Vice President at Mid Atlantic Capital Group until 2018.
Charlie began his career at Mid Atlantic Capital Group (now NewEdge Capital Group) shortly after graduating from Lehigh University in 1994. He held various positions within the firm including sales and leadership roles at Mid Atlantic Institutional Shares and Institutional Trading Services.
Charlie earned a Bachelor of Science in Finance from Lehigh University and currently holds his Series 7 and 24 licenses. He currently resides in his hometown of Pittsburgh, PA. In his free time, he enjoys skiing, sporting clays, and kickboxing.