Advisory Board Member Profile
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Charles McDonald
SR VP - Wealth Management
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Areas of Expertise:
YOUR Customer Experience Strategy, Principles of Customer Relationship Building, Accelerate & Improve Decisions with Data
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Chuck has been a Financial Advisor with the Firm for over eighteen years. He graduated from the University of Michigan with a BSE in Materials Science and Engineering and received his MBA from the University of Washington. Outside of his professional responsibilities, Chuck recently held a volunteer position with the Certified Financial Planner Board of Standards, Inc., serving on their Council on Examinations.
Chuck is also a musician and a part-time yoga instructor. He and his wife Kimberly are the parents of two teenage daughters.
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