Charles
Verruggio

Managing Director, CIO

With two decades of experience in the financial services industry, Charles Verruggio works with high-net-worth clients regarding investment and financial planning matters. He brings a robust blend of asset allocation, portfolio management and financial planning experience to each client relationship.

Charles’s specific responsibilities include efficient portfolio construction for the firm’s client base and holistic financial planning across various areas such as retirement, education funding and insurance planning.

In his role as Managing Director, Chief Investment Officer, Charles leads the WGCA Investment Policy Committee and helps set the strategic direction for the firm. He collaborates with other senior members of the team to develop and refine the firm’s overall investment strategy. His education includes a master’s degree from Carnegie Mellon University and a bachelor’s degree in psychology and business from the University of Pittsburgh.

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