For two decades Charles served at top firms Shearson Lehman, New York Life and Merrill Lynch, culminating in a role as a senior investment officer at Smith Barney. In 2003, he launched CJM Wealth Management, an independent advisory firm, fueled by a passion for people – not profits. Charles truly believes that when it comes to managing money, ideas are the most powerful drivers of growth and security. He is keenly focused on learning through listening – understanding what is most important to our clients, and building a plan around that passion to help them live a more fulfilling life. CJM stands at the nexus of business and personal assets where we continue to distinguish ourselves every day by providing comprehensive wealth management and investment strategies.
Q: What about your role at CJM do you enjoy the most?
A: I love building relationships with our clients and spending time with them outside of the traditional office setting. Its part of the reason we are constantly hosting educational events and meeting clients for dinner – so that we can really get to know each other on a personal level.
Q: What are some of your hobbies?
A: Anything I can do to keep this old body moving and flexible.
Q: What would you do if you won the lottery?
A: I would buy a few hundred acres out east and build the most amazing communities for adults with autism to live, work and build meaningful relationships.
Q: What’s your favorite book and why?
A: “The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results,” by Gary W. Keller and Jay Papasan. The book really makes you think about the one thing that will make you successful and happy in life.
Q: What’s your favorite quote?
A: “If you want to go fast, go alone. If you want to go far, go together.” – African Proverb