Charles Wolpoff
Director, Communication and Research at The Kelly Group
📍 United States
Charles is a Principal and CERTIFIED FINANCIAL PLANNER™ at The Kelly Group, where he has worked since 2006. He leads the firms financial planning, investment research, and client communications. He holds a Bachelors degree from Duke University and a Masters degree from the University of Maryland.
Read the full overview →Experience
12 Years
Current Role
Director, Communication and Research
Job Level
Mid-senior
Location
United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Charles cares about
Financial Planning
As a CERTIFIED FINANCIAL PLANNER™, he is responsible for overseeing his firm's entire financial planning process for its clients.
Investment Research
His duties as a Principal include managing the firm's investment research operations to inform client financial strategies.
Career
Work history
1-2013
Director, Communication and Research
The Kelly Group
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
8-1975 - 5-1979
Bachelor's degree
Duke University
1995 - 1996
Master's degree
University of Maryland
Social presence
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.