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Charles joined GMAG in 2016, with nearly 10 years of experience in advising high net worth individuals and families on their income tax and estate tax needs.
As a Wealth Strategist, Charles is responsible for designing strategies for wealth accumulation and tax efficient wealth transfers. Charles works closely with the investment team and client relationship managers, to execute a holistic financial plan for the firm’s clients.
Prior to joining GMAG, Charles worked in a boutique public accounting firm as Tax Manager specializing in taxation of high net worth individuals, including family office clients, corporate executives, and closely held business owners. His key role was to oversee the income and estate tax planning and compliance work done for his clients, as well as guide his clients through the complexities of their planning.
Charles holds an undergraduate degree in accounting from St. Joseph’s College and has completed a masters in taxation program from the State University of New York at Old Westbury. Charles is a Certified Public Accountant, CPA, and a member of the New York State Society of CPAs and the American Institute of CPAs. In addition, Charles is presently a Candidate for CFP® certification.
Charles currently lives in Smithtown with his wife Kaitlyn. In his spare time, he enjoys spending time with his family, golf and playing guitar.