Charles is a founding member of Investors’ Security Trust. He has 40 years of experience in the financial services industry, including 22 years as President and CEO of a Fortune 500 financial institution.
As President and CEO of Investors’ Security Trust , Charles is committed to keeping the Company independently owned and operated so that clients receive the highest level of personalized trust, estate and investment management services possible.
Charles grew up in Southwest Florida and works tirelessly on a volunteer level to make this community a better place to live. He has received many honors for his dedication including the Clara Barton Humanitarian Award, Gulfshore Life Magazine’s Man of the Year Award and the Distinguished Leadership Award from Leadership Lee County. Charles was recently honored with the 2014 Distinguished Citizen “Good Scout” Award from the SWFL Council of the Boy Scouts of America.
Currently, Charles is Chairman of the Board for Lee Memorial Heath Foundation. He is past chair and current board member for the Jewish Federation of Lee County; Hope Hospice; Florida Gulf Coast University Foundation and Canterbury Schools. Charles is a board member for Children’s Advocacy Center and Senior Advisor for Southwest Florida Community Foundation.
Charles graduated from the University of Georgia with a Bachelor of Arts degree in Business and Finance and completed the LSU Graduate School of Banking.