Chuck is a Senior Home Loan Advisor with Neat Capital. In addition to helping clients have a seamless experience while financing their homes, he specializes in forging and maintaining strategic partnerships with banks, real estate agents and financial advisors, leveraging his 13 years experience as a wealth and portfolio manager. Chuck became an expert creating and managing investment strategies for clients at top tier firms such as Morgan Stanley, UBS Financial Services, and Moors & Cabot Investments.
Prior to his career in financial services, Chuck spent 17 years as an executive responsible for managing complex budgets and developing innovative strategies to create successful advertising campaigns for some of the world’s most respected brands including Toyota, Chrysler/Jeep, Valvoline, Bell Atlantic Mobile, and Verizon Wireless.
Chuck is an active volunteer in his community where he coaches both boys and girls youth lacrosse teams. He was also the inaugural Treasurer for the local Boy Scouts of America Pack 74 in Lordship, CT in 2015. Chuck enjoys all things sports but now actively plays tennis on several USTA tennis teams along with casual weekend golf. He grew up in Old Greenwich, CT where he played competitive football and lacrosse through Greenwich High School before being recruited to play Division 1 lacrosse at The University of North Carolina at Chapel Hill. Chuck graduated from UNC with a Bachelor of Arts in Business Communications.
“Chuck was responsive and followed through with everything. He went above and beyond to help facilitate the paperwork process always gave me realistic advice. He was also empathetic to the sometimes difficult process of dealing with a cooperative board of directors. I appreciated that from a personal point of view.”
Matthew | Bridgeport, CT