Charles Forte, Jr., MBA
Financial Advisor | Investment Manager
Office: (585) 484-1400
Cell: (585) 794-1848
Toll-Free: (800) 480-1580
charles@monarchwealthmanagement.com
Charlie recently joined the Monarch team, fulfilling a long held desire to help people as a financial advisor and investment manager. Charlie has 40 years’ experience in corporate finance, during which he provided financial analysis, planning, leadership, counsel, coaching, and hands-on management to leaders and staff of large multi-national companies, small business, and nonprofit organizations. In his most recent position as Director of Finance for Goodwill of the Finger Lakes/ABVI, he had oversight responsibility for its endowment, pension plan and 403(b) plan, as well as all financial matters of the organization. Charlie holds an MBA from the UR Simon School of Business in finance and corporate accounting, and a bachelor’s degree in accounting/Business Administration from Bucknell University. Having completed the professional requirements to transition to personal financial advising and investment management, he applies his financial knowledge, skill, and perspective to benefit individuals. In addition to his professional experience, for many years he has been engaged in personal finance, managing his own IRA, 401(k) and 403(b) investments, managing the investments and financial affairs of extended family, navigating the financial aspects of a wide array of life situations, and giving financial advice to others. He enjoys life with his wife, four married children and their spouses, and eight grandchildren, as well as music, outdoor recreation, and being active in his faith community. Charlie looks forward to building an ongoing relationship as a trusted partner who understands what you care about and helps you grow and manage your financial resources accordingly.
