Chuck Long Email & Phone Number
Managing Director, Head of Family Office Services @ BNY Wealth
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Chuck Long Location
- Florida, United States
Chuck Long Work
- 2025 - now Managing Director, Head of Family Office Services @
- 2019 - 2025 Managing Director, Head of International @
- 2018 - 2023 Regional President @
- 2013 - 2018 Head of Greater China, Wealth Management @
- 2002 - 2013 Senior Director @
- 2005 - 2018 Trustee @ Hockey Humanitarian Award
- 1999 - 2002 Principal and Owner @ Lakepoint Investment Partners
- 1990 - 1995 Director @ Roulston & Company
- 1985 - 1990 Regional Director @ Bank of Boston
- 1980 - 1985 Vice President @ Hollywood Federal
Chuck Long Education
- Georgetown University 2015 - 2017
- Nova Southeastern University 1982 - 1984
- St. Lawrence University 1976 - 1980
Chuck Long Skills
- Wealth Management
- Investment Management
- Investments
- Wealth Management Services
- Estate Planning
- Family Office
- Investment Strategies
- Asset Allocation
- Portfolio Management
- Strategic Financial Planning
- Asset Management
- Wealth
- Alternative Investments
- Financial Advisory
- Private Banking
- Investment Advisory
- Financial Services
- High Net Worth Individuals
- Financial Risk
- Private Equity
- Financial Planners
- Personal Finance
- Fixed Income
- Retirement
- Equities
- Retirement Planning
- Securities
- Financial Markets
- Relationship Management
- Mutual Funds
- Capital Markets
- FINRA
- Hedge Funds
- Fund Of Funds
- Bonds
- Financial Planning
- Risk Management
- Management
- Finance
- Banking
- Financial Analysis
- Strategic Planning
- Nonprofits
- Public Speaking
- Business Strategy
- Project Management
- Customer Service
- Microsoft Office
- Team Building
Chuck Long Summary
- Chuck Long, based in Florida, United States, is currently a Managing Director, Head of Family Office Services at BNY Wealth. Chuck Long brings experience from previous roles at BNY Wealth. Chuck Long holds a 2015 - 2017 Georgetown University. With a robust skill set that includes Wealth Management, Investment Management, Investments, Wealth Management Services, Estate Planning and more. Chuck Long has 3 emails and 1 mobile phone numbers on RocketReach.
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