Charles Wert's Location
Newport Beach, CA, US
Charles Wert's Work
- Principle @ Fiduciary Resolutions, Inc.
- Director @ dMY Technology Group
- Director @ Euna Solutions (Formerly GTY Technology)
- President and CEO @ Evercore Trust Company, N.A.
- Executive Vice President @ U.S. Trust Company, N.A.
Charles Wert's Skills
- Asset
- ERISA
- Defined Benefit
- Investment Management
- 401k
- Mergers & Acquisitions
- Executive Pay
- Financial Advisory
- Equities
- Alternative Investments
Charles Wert's Summary
Charles Wert, based in Newport Beach, CA, US, is currently a Principle at Fiduciary Resolutions, Inc., bringing experience from previous roles at dMY Technology Group, GTY Technology Holdings Inc, Evercore Trust Company, N.A. and U.S. Trust Company, N.A.. With a robust skill set that includes Asset, ERISA, Defined Benefit, Investment Management, 401k and more, Charles Wert contributes valuable insights to the industry. Charles Wert has 1 email on RocketReach.
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