Chuck Whitman
Senior Porfolio Manager
Chuck Whitman brings over 35 years of experience in investments. Chuck has served both institutional and high net worth clients as a portfolio manager and investment specialist. Chuck started his career at Merrill Lynch in their management training program and spent 6 years on Merrill’s institutional equity trading desk.
Most recently, Chuck was a Senior Portfolio Manager with TIAA in New York and Senior Investment Advisor with PNC Private Bank in New Jersey. Chuck graduated from the University of Michigan Ross School of Business and earned his MBA in Finance at New York University.
Chuck lives in Basking Ridge, NJ and enjoys playing golf and tennis with his wife Kathy and their two sons.