Charlie provides investment management solutions for high-net-worth families. Charlie joined Baird Private Asset Management after ten years at Citi Private Bank servicing ultra-wealthy families in Chicago. He earned his Bachelor’s degree from Marquette University, played on the Division I Men’s Soccer Team, and graduated from the Applied Investment Management Program that managed $3mm of the Endowment Fund. During his time in Chicago, Charlie founded Chicago Reach, a nonprofit social organizing network connecting young professionals to local nonprofits, which landed him on the Chicago Scholars 35 Under 35 list. Charlie has his Series 7 and Series 66 Securities licenses and earned his CPWA Designation from Yale University School of Management. He lives in Milwaukee with his wife and two kids.