Founder & Financial Advisor
Hurley Capital, LLC
Chuck provides comprehensive financial advice to high-net-worth investors encompassing investment, tax, and estate areas. He has a niche working with benefits and insurance brokerage owners who’ve sold their practices. Prior to founding Hurley Capital in 2003, Chuck researched enterprise software companies as an Equity Analyst at SG Cowen Securities, CIBC World Markets, and First Union Securities. Prior to that, Chuck was a metals trader for Trafigura AG, and Glencore AG in New York, Moscow, and Switzerland. Chuck is both a CFA Charterholder and and a CFP® practitioner.