Chuck Long Email & Phone Number
Managing Director, Head of International Markets and Family Office @ BNY Wealth
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Chuck Long Location
- Florida, United States
Chuck Long Work
- Managing Director, Head of International Markets and Family Office @ (May 2026 - Present)
- Managing Director, Head of Family Office Services @ (March 2025 - Present)
- Managing Director, Head of International @ (June 2019 - August 2025)
- Regional President @ (May 2018 - March 2023)
- Head of Greater China, Wealth Management @ (June 2013 - May 2018)
- Senior Director @ (May 2002 - June 2013)
- Trustee @ Hockey Humanitarian Award (January 2005 - December 2018)
- Principal and Owner @ Lakepoint Investment Partners (January 1999 - April 2002)
- Director @ Roulston & Company (January 1990 - January 1995)
- Director @ Roulston & Company (January 1990 - December 1995)
- Regional Director @ Bank of Boston (January 1985 - December 1990)
- Regional Director @ Bank of Boston (January 1985 - January 1990)
- Vice President @ Hollywood Federal (January 1980 - January 1985)
- Vice President @ Hollywood Federal (January 1980 - December 1985)
Chuck Long Education
- Georgetown University
Master’s Degree (Real Estate)
2015-2017 - Nova Southeastern University
MBA (Marketing, Financial Institution Management)
1982-1984 - St. Lawrence University
BS (Economics/Psychology)
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 International Markets and Family Office at BNY Wealth. Chuck Long brings experience from previous roles at BNY Wealth. Chuck Long holds a 2015 - 2017 Master’s Degree in Real Estate @ 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 3 mobile phone numbers on RocketReach.
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