Charlie Brey

V.P., Wealth Advisor

Joined RMB

June 2014

Education

BA in Economics, Lake Forest College

Accreditations

Affiliations
  • Greenhouse Scholars, Mentor
Bio

Charlie joined RMB in 2014. As a wealth advisor at RMB, Charlie is responsible for comprehensive wealth management and the execution of goal-based planning strategies.

Charlie earned his BA in economics from Lake Forest College and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Outside of work, Charlie enjoys spending time with his wife and three kids and playing golf.