Charles
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Charles
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“After being close with the founders of this wonderful organization for many years, I was honored when they asked me to join the board to offer additional financial expertise. Once I began to have firsthand experience with the incredible work we do, I was deeply moved. I am very grateful to be able to dedicate my time, energy, and resources to enriching the lives of those with Parkinson’s disease and their families!”
Charles Weinrich - Board Member |
As a founder of The Wellington Group at Morgan Stanley, for almost three decades, Charles has run a successful financial planning-based wealth management practice that truly focuses on making a positive impact on the financial well-being of his clients. At the same time, he has been able to direct millions of dollars to innovative projects that are designed to have a positive long-term impact on the world.
Charles began his career as an investment banker on Wall Street back in 1996. From there, he transitioned to working with some of the largest financial institutions in the world from both an individual advisory and corporate standpoint. This diversity of financial industry exposure gives him a unique lens that allows him to leverage a powerful combination of institutional, portfolio management, financial planning, and wealth management experience to the benefit of his clients. Charles has lived in Naples, Florida, with his family, including his wife, 4 children, and their 3 dogs, for over 19 years. He is a very active member of the community, in addition to serving on the board here at The Parkinson’s Association of SWFL, he currently serves as Chairman of the board of directors for the Boys and Girls Club of Collier County, as the vice president of the board of The Juvenile Diabetes Research Foundation (now Breakthrough T1D), and Vice President of The Gulf Coast High School Marching Band booster board. Additionally, he has served for years as a member of the clinical operations committee at The David Lawrence Center. |
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