Chuck Dobson Email & Phone Number
Practice Leader - Retirement and Investments (Carolinas) @ Marsh
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Chuck Dobson Location
- Charlotte, NC, US
Chuck Dobson Work
- Practice Leader - Retirement and Investments (Carolinas) @ (August 2025 - Present)
- Senior Principal - Investment Consultant @ (January 2020 - September 2025)
- Regional Chief Investment Officer and Senior Plan Consultant @ (March 2017 - January 2020)
- Defined Contribution Advisory Consultant @ (September 2014 - March 2017)
- Team Lead, Advisory Services @ (August 2012 - September 2014)
- Investment Advisor @ (October 2011 - August 2012)
- MBA Intern @ (May 2009 - August 2009)
Chuck Dobson Education
- University of Georgia - Terry College of Business
MBA (Finance & Real Estate)
2008-2010 - The University of North Carolina at Chapel Hill
BA (Economics)
1996-2000
Chuck Dobson Skills
- Asset Allocation
- Asset Management
- Capital Markets
- Due Diligence
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Valuation
Chuck Dobson Summary
- Chuck Dobson, based in Charlotte, NC, US, is currently a Practice Leader - Retirement and Investments (Carolinas) at Marsh. Chuck Dobson brings experience from previous roles at Marsh, NFP, Mercer and Aon Hewitt. Chuck Dobson holds a 2008 - 2010 MBA in Finance & Real Estate @ University of Georgia - Terry College of Business. With a robust skill set that includes Asset Allocation, Asset Management, Capital Markets, Due Diligence, Equities and more. Chuck Dobson has 2 emails and 1 mobile phone numbers on RocketReach.
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