Founding Principal, Financial Advisor
Charlie graduated from The Pennsylvania State University, College of Business Administration as Class Marshall in 1980.Charlie's academic accomplishments include:
- The Wall Street Journal Award - Top Finance Student
- Evan Pugh Scholar - Top 0.5% of the Penn State Class
- Member of Five National Honor Societies
- Graduate of the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Business.
He attended Harvard Business School before joining the investment firm of Parker/Hunter in 1983, where he formed his investment practice and became a Senior Vice President.
In 1994, he joined Hunter Associates, an investment advisory firm, as a Senior Vice President.
In 2006, Charlie moved his investment practice and became Managing Director – Investments of Petredis Investment Advisors of Wells Fargo Advisors.
Charlie and his wife live in Wexford, PA.