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Charlotte M.
Principal, Project Manager for Cerity Partners Family Office @Cerity Partners
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WORK HISTORY
Principal, Project Manager for Cerity Partners Family Office @Cerity Partners
Phoenix, AZ, US
EDUCATION
Fox School of Business at Temple University
International Business Administration
ABOUT CHARLOTTE M.
My experience is rooted in supporting ultra-high net worth families and family offices navigate the complexities of wealth management, financial education, and family legacy planning. With several years of experience in the industry, my passion lies in empowering families to preserve and grow their wealth across generations. I leverage my expertise in family office operations to ensure each family\'s needs are met. I am equally as passionate about leadership and coaching, which led me to become a Certified Professional Life Coach in 2023. Currently, I am pursuing the Accredited Financial Counselor (AFC®) designation to further enhance my ability to support clients on their financial journeys.
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