“There is nothing impossible to him who will try.” – Alexander the Great

Charles, an accomplished financial consultant with over a decade of industry experience, assumed the role of Relationship Manager at Gateway Financial in 2022. His problem-solving approach and client-centric mindset position him as an asset, skilled at fostering meaningful connections and seamless interactions with stakeholders across the financial landscape.

In his multifaceted role, Charles excels in developing cross-sectional relationships, ensuring proactive discussions and regular reporting to maintain forward momentum. Juggling multiple projects and case management tasks concurrently, he upholds stringent internal protocols and performs meticulous due diligence to ensure Gateway Financial remains on the cutting edge of recommending objective, quantitative, and qualitative solutions for Gateway’s clients.

With a wealth of industry knowledge and an extensive track record, Charles is on a mission. Leveraging his unique life experiences, he aims to uncover advanced and sophisticated strategies, along with tailored insurance solutions, perfectly suited for Gateway Financials’ clients. A Chartered Special Needs Consultant (ChSNC®), Charles brings specialized expertise to the table, ensuring a comprehensive approach that addresses the unique needs of all individuals.

Charles’s dedication to Special-Needs Planning is deeply rooted in personal experience. Growing up as the eldest sibling of someone with special needs, he witnessed firsthand the challenges his family faced navigating a complex system of resources, programs and benefits without adequate support. This fuels his commitment to bridging the gap for others, ensuring that all clients, regardless of their circumstances, have access to comprehensive insight tailored to their unique planning needs. His ChSNC® designation, combined with his personal journey, underscores his unwavering dedication to providing a holistic and supportive financial experience for every client associated with Gateway Financial. 

“My drive to lead with empathy and awareness stems primarily from personal experiences as the eldest sibling of an individual with special needs and, myself, as a childhood cancer survivor. These perspectives fuel my passion for advocacy and integrating a culture of empathy and understanding of the needs of all individuals into the fabric of who we are and what we do.”

Charles resides in Mount Washington, PA after previously living in Connecticut for over 20 years. He is an avid lover of history, traveling, genealogy and his sports affiliations include the New York Yankees and Miami Heat. Fun Fact: Charles has traveled to Europe over half a dozen times and has the goal of one day owning a Villa in one of his ancestral hometowns in Southern Italy, near Mt. Vesuvius. 

Education and Affiliations: 

• Central Connecticut State University, Bachelor of Science in Finance
• Universita Cattolica Sacro del Cuore – Milan, Italy
• American College of Financial Services – Chartered Special Needs Consultant (ChSNC®)
• FINRA Series 6 & 63 registrations
• Licenses: Life & Health (Pennsylvania)
• SYNGAP1 Foundation, Epilepsy Association of Western & Central Pennsylvania.
• United Way of Southwestern Pennsylvania (Next Gen Ambassador)

Charles is a registered representative of M Holdings Securities, Inc. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Gateway Financial is independently owned and operated. File #5051964.2

Go Back >>