Chuck has over 30 years of experience in developing investment strategies for wealthy families and institutions. In his role as Chief Investment Officer (CIO) of TFO Family Office Partners, Chuck is responsible for leading the firm’s investment practice and oversees the investment advisory services provided to all clients. This includes asset class research, asset allocation strategies, manager selection and portfolio construction as well as related communications and interaction with clients.  Chuck has over 15 years of experience in CIO or similar roles, helping clients define their goals and objectives, developing optimal portfolio allocations in light of those goals, and conducting in-depth investment manager research/due diligence. Having spent the first 10 years of his career at accounting firm Arthur Andersen, he also has a deep understanding of the impact of taxes on one’s wealth and the importance of designing tax-aware investment solutions. Chuck leads TFO Family Office Partners’ Investment Committee as well as serving on its Operating Committee and Executive Committee.