Charlie has been working in the financial services industry since 1997. He began his career as a financial advisor for Prime Charter Securities in New York City. His career goals have remained the same from day one, helping people. He has worked for Washington Mutual, HSBC Bank, and New York Community Bank/LPL Financial and was named a Top 50 Financial Advisor by Bank Investment Consultant magazine.
Once employers started putting their own needs above the client’s, Charlie decided to move on. In 2019 he made the decision to become an independent advisor with Cetera Investment Services and started Hamilton Capital. Being independent gives Charlie the ability to continue to offer clients his services with integrity. Charlie spends as much time as needed with clients to understand their lives, families, lifestyle, and financial goals. He believes his success comes from being able to educate clients on investing and explaining the various types of options in a clear and easily understandable way.
Although growing up and starting his career in New York City, Charlie has called Long Island home since 2002. His wife Kelly, and twin daughters, Brianna and Corrine provide him the most joy in his life. Charlie enjoys coaching his kids in basketball and cross country and is an avid mountain and road bike rider.
Charlie has spent his life striving to be the best person, husband, father, and financial advisor he can be. He believes in hard work and in always doing what is right. He always puts the needs of others before his own and, because of that, has built trust with each person he meets and leaves a lasting impression on their hearts.
My Principles
At Hamilton Capital NY, we are committed to individual investors like you. We provide long-term investment strategies and we value the relationship we build with our clients – we keep all information transparent to our investors, we provide personalized attention and like to discuss options and plans face-to-face in our community-based office.
We are looking to build trusted relationships with our clients that will last a lifetime.
As Your Financial Advisor
As your financial advisor, I believe in providing one-on-one, face-to-face service in the privacy and conveniences of our office. I take your needs and goals seriously and offer a plan that is right for you, in language that you understand. Even after your appointment, you can count on me to provide portfolio reviews on a regular basis and answers to future questions and concerns.