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Charles Allan
Charles Allan
Wealth Manager Associate
Senior Vice President
New York, NY

Biography

Charles E. Allan, CFA, Senior Vice President, joined the firm in 1996, initially in mutual fund sales and later as a Wealth Manager Associate. In his current role, he provides financial counseling services to high net worth individuals. Prior to joining the firm, Charles worked as a benefits analyst for ADP Benefits Services, where he began his career. He received a BA from the University of Richmond and has been awarded the Chartered Financial Analyst designation.
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