Charlie Kuhn is a Wealth Associate supporting advisors in delivering sophisticated investment management and financial planning solutions. His work also includes business development initiatives and relationship management, all aimed at helping clients make informed financial decisions. Charlie holds the Series 7 and Series 66 registrations through FINRA.
Charlie began his career as a Private Bank Analyst at J.P. Morgan Private Bank in Denver, where he gained experience working with high-net-worth families and supporting the implementation of tailored investment strategies. He earned his bachelor’s degree in finance from Indiana University.
Outside the office, Charlie is an active Eagle Scout. He enjoys hiking and camping, following football, and co-hosting a weekly film and television podcast.
