About Me
An investment Advisor and Expert broker. I'm passionate about helping my clients succeed financially and i pride myself on being a source of strength and peace of mind to my clients.
Years Experiance
Happy Clients
Projects Done
Get Awards
What I Do?
I provide intermediate to maximum stock brokerage services to my clients with best liquidity
With your interest at heart, I make sure that I do my best to give my clients investment advice that will ensure best results
I provide retirement planning. How to maximize 401k and IRA
I provide banking and finance advisory for high net-worth individuals
Effectively manages your portfolio to ensure results.
Real estate investments, agriculture and other asset classes.
Resume
11/15/1991
08/05/2002
07/10/2010
10/01/2018
01/02/2023
10/2013 - 03/2015
UBS FINANCIAL SERVICES
The UBS FINANCIAL SERVICES Responsible for assisting in the management of company funds.
03/2015 - 09/2016
MASSMUTUAL LIFE INSURANCE COMPANY
In charge of guiding individuals and families in their financial planning for the future. I provided ongoing support, assisting with claims and policy adjustements to ensure customer's piece of mind.
04/2015 - 09/2016
MML INVESTORS SERVICES LLC
Served as a financial intermediary between clients and investment products. I conducted market research, and executed trades on behalf of cients.
09/2016 - 02/2017
HARRIS-HERSH FINANCIAL INC
I engaged in relationship-building, sales, and education to promote the HARRIS-HERSH FINANCIAL INC products, providing valuable market insights and support to their clients.
09/2017 - Present
CITIGROUP GLOBAL MARKETS
Overseeing a team of consultants responsible for managing investment portfolio for clients. We analyze market trends, assess risk, and develop investment strategies to optimize client portfolios.
Client Speak
Dennis Jacques
User from USA
Charles Cavanaugh data analysing contribution helped saved my business from total fold up. I am so grateful he came on board when we needed him.
Chris Tom
User from UK
I consulted Charles when I started having financial draw backs, and he helped me gain back my feet. I now have capital to fund by store and make gains.
Get in Touch
Citi Personal Wealth Management,
Centralized Sales 388 Greenwich St.,
22Nd Fl and 25Th Fl
New York, NY 10013
(060) 444 434 444
(060) 555 545 555
chat@charles.com