Charles Wise Email & Phone Number

Charles Wise Email & Phone Number

Vice President, Wealth Management Services @ Invariant Investment Management, LLC

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Charles Wise Location

York, PA, US

Charles Wise Work

  • 2017 - now  Vice President, Wealth Management Services @ Invariant Investment Management, LLC
  • 2010 - 2017 Vice President, Wealth Management Services @ Pure Capital Management
  • 2008 - 2011 Board Chair (and Immediate Past Chair), Board of Directors @ Strand Capitol Performing Arts Center
  • 2004 - 2010 Financial Advisor @ Morgan Stanley
  • 1996 - 2003 Executive and Management @ Highmark Inc.
  • 1977 - 1995 Financial and Operational Management @ Pennsylvania Blue Shield
  • 1973 - 1977 CPA @ ParenteBeard

Charles Wise Education

  • Indiana University of Pennsylvania

    1969 - 1973
  • Penn State University

    Emerging Leaders & Financial Management for Executives

Charles Wise Skills

  • Strategic Planning
  • Asset Management
  • Non-profits
  • Accounting
  • Insurance
  • Compliance
  • Planning
  • Tax
  • Financial Planning
  • Process Improvement

Charles Wise Summary

Charles Wise, based in York, PA, US, is currently a Vice President, Wealth Management Services at Invariant Investment Management, LLC. Charles Wise brings experience from previous roles at Pure Capital Management, Strand Capitol Performing Arts Center, Morgan Stanley Smith Barney and Highmark. Charles Wise holds a 1969 - 1973 Indiana University of Pennsylvania. With a robust skill set that includes Strategic Planning, Asset Management, Non-profits, Accounting, Insurance and more. Charles Wise has 1 emails and 1 mobile phone numbers on RocketReach.
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