Chuck is a currently Vice-President and Senior Portfolio Manager at BMO Private Bank, a division of BMO Harris Bank, NA, in their West Palm Beach, Florida office. He’s spent his entire career in the financial services and accounting professions, both in Florida and his native Wisconsin. Chuck has achieved both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) professional designations and has broad experience including individual and institutional portfolio management, individual financial planning, corporate financial management, private company valuations, and audit services. He has a BBA in Accounting and an MBA in Finance from the University of Wisconsin-Madison.
Chuck joined the ICF Board of Directors in 2009 and is currently Treasurer as well as a member of the Finance & Endowment, Audit, Compensation, and Executive committees. A thirty-five-year financial supporter of ICF, he’s honored now to contribute more directly to their substantial efforts around the world. In addition to serving ICF, he’s also a supporter of the Loggerhead Marine Life Center of Juno Beach, Friends of Jupiter Beach, and the past Treasurer of his church and homeowner’s association. Chuck and his wife Lynne reside in Jupiter, Florida with their rescued basset hounds.