Position: Senior Wealth Associate
Phone: +1 646 876 8512
LinkedIn: View Profile
Charlie Duryee is an Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Charlie is responsible for helping service clients with all aspects of their financial lives including, but not limited to, tax planning, estate planning, and investment management. Charlie handles day to day client inquires, helps create client deliverables, and assists in developing family office initiatives.
Prior to Leo Wealth, Charlie was an analyst at Wilmington Trust, where he participated in a training program that provided him experience in all aspects of the wealth management business.
Charlie is licensed in the US today as a Registered Investment Advisor. He also hopes to become a CFA and has passed the level 1 exam. He also spends time in and out of the office developing his knowledge in various areas of financial planning.
Charlie earned a Bachelor of Science at Bucknell University’s Freeman College of Management where he majored in accounting and finance. In his spare time, Charlie enjoys spending time with family and friends and playing golf.