MainStreet Advisors
Chuck is a Senior Portfolio Manager for MainStreet Advisors. In this role, he is responsible for managing client relationships, which includes portfolio management and analysis. He is a member of the Investment Committee which establishes investment strategy and policy. Prior to joining MainStreet Advisors, Chuck was a Senior Vice President and Portfolio Manager with FCI, Inc. where he managed Trust Investment Solutions client portfolios, was head of FCI’s Equity Income Team and a member of the Core Equity Investment Team. Earlier, Chuck was a Senior Vice President and Portfolio Manager with Wright Investors’ Service where he managed Large Cap Equity investment strategies. Chuck has deep experience managing portfolios for trust clients, institutional clients and mutual funds. Additionally, he has an extensive background in building and implementing quantitative equity investment models. Chuck earned his BS in Mathematics from Fairfield University. In addition, he holds the Chartered Financial Analyst® (CFA) designation, and is a member of both the CFA Institute and the CFA Society New York.
