As Jeengle’s Founder, it comes as no surprise that Charlie has made a career of brainstorming new business ideas.
Charlie founded IWP Family Office in 2005, building on his professional philosophies as an advisor and his personal demands and experiences as a client. IWP supports a distinct group of individuals and families across the country with varied backgrounds: entrepreneurs, technology pioneers, real estate and financial professionals, and industry leaders.
Before establishing IWP, Charlie spent several years as a principal of a multi-family investment firm. Prior to entering the wealth management industry, Charlie worked at J.P. Morgan, where he was a key member of an influential and award-winning institutional equity research team covering communications equipment and components companies.
Charlie graduated Magna Cum Laude from Boston College with a BA in Economics with concentrations in Finance and Political Science.
Charlie grew up in Denver and Ardmore, Oklahoma, worked in New York, San Francisco, Boston, and Los Angeles and eventually settled down back in Denver. He enjoys spending time with his wife and three boys, fly fishing, traveling, and hanging out with old friends.
More about Charlie
If you were a super hero, what would your power be?
ESP, though not sure I want to know…
Do you have any skills or talents that most people don’t know about you?
I can paint – I just don’t do it enough
If you weren’t doing what you do today, what other job would have you done?
An architect, no doubt!
What “lesson from mom” do you still live by today?
Don’t always just try to please others – voice an opinion when you have one