Chuck is a Director in CBIZ’s New York Family Office Services (FOS) and Private Client Services (PCS) Team. Chuck has been servicing High Net Worth Clients and their Business Interests since 2016. Chuck specializes in accounting, financial reporting, budgeting, human resources, payroll and tax matters.
Chuck’s diverse background stems from his many years as a CFO and Controller prior to joining CBIZ. As a Director, Chuck overseas the FOS Department and his hands on approach has been instrumental in servicing all their Clients.