Charles York is an Adjunct Instructor at the Kogod School of Business and teaches finance. He has over twenty years of investment and wealth management experience. Mr. York leads a client advisory team at Bessemer Trust in Washington, D.C., providing integrated wealth management services to ultra high net worth families and individuals. Previously, Mr. York worked at U.S. Trust, Wells Fargo Private Bank and Wachovia Wealth Management. He has also served in portfolio management, investment research and team leadership roles with several buyside firms in Boston, MA. He started his career as a naval aviator with the U.S. Navy. Mr. York has been awarded the Chartered Financial Analyst (CFA) designation by the CFA Institute, and he is a CERTIFIED FINANCIAL PLANNER(TM) practitioner. He is a member of the CFA Institute, the Washington Association of Money Managers, and the Northern Virginia Estate Planning Council. He was formerly a member of the Board of Directors of the USO of Metropolitan Washington.
