Charlie Gilroy
Advisory Associate @HB Wealth
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WORK HISTORY
Advisory Associate @HB Wealth
Atlanta, GA, US
Build and present financial models incorporating investment forecasts, portfolio construction analysis, and long term cash flow projections to guide capital allocation decisions.• Lead portfolio implementation and rebalancing, integrating market research, macroeconomic trends, client objectives, and risk parameters to optimize investment positioning.• Conduct customized financial and economic analyses, delivering clear, data driven investment insights tailored to client circumstances and prevailing market conditions.• Prepare and communicate market commentary and investment outlooks, highlighting key themes, risks, and opportunities across equities, fixed income, and alternative asset classes.• Perform due diligence and valuation on private market opportunities, including Private Credit, Private Equity, and Real Estate—to assess return potential, risk profile, and strategic fit within client portfolios.
EDUCATION
University of Georgia - Terry College of Business
CERTIFIED FINANCIAL PLANNER™, CFP® Certifcate Program
Villanova University
Master of Business Administration - MBA, Finance
Villanova University
Bachelor of Arts - BA, Economics
ABOUT CHARLIE GILROY
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve
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