Charlie is a principal member of H&S Tax Associates, LLC, an accounting firm. He is a Certified Public Accountant (CPA) with more than 25 years of professional experience advising high-net-worth individuals, families and small businesses on tax and financial matters.
Charlie served as Vice President in Private Client Groups with JP Morgan and Bank of America for over 10 years on Wall Street.
Charlie graduated with a Bachelor of Arts in Finance and Accounting from Richard Stockton College of New Jersey. He obtained his Masters in Accountancy and is an Advanced Certified QuickBooks Pro Advisor. He lives in Holmdel, New Jersey with his wife and kids.