Charlie has been in the financial services business for over 30 years. From 1991 to 2020, he served as president of the Portin Hoffmann Financial Group and later, as a partner with Marcum Wealth. From his early days as an analyst in the pharmaceutical industry to his current role as a financial advisor with Wealth Enhancement, Charlie helps his clients effectively manage and invest their money to achieve their long-term goals. He understands that while his clients know how to make money, his responsibility is to help make their money work for them. His particular areas of focus include business succession planning, estate and insurance planning, investment management, U.S. equity research and behavioral finance.

Charlie is actively involved with the Union League Legacy Foundation. His personal interests include art, history, golf, rocks and minerals.