Charles Herbert

Charles Herbert, CFP®, serves as the Director of Sales and Marketing and Principal at Bradley, Foster & Sargent, Inc. since June 2003, overseeing business development, marketing programs, and the creation of collateral materials, including the firm’s website. With experience in regional management roles at Russell Investments and Nicholas Applegate, as well as serving as an Account Executive at CIGNA, Charles has a robust background in the financial services industry, specializing in high net worth individuals and families with over $5.5 billion in assets under management. Charles holds an MBA in Finance from California Lutheran University and a B.S. from the Rochester Institute of Technology, complemented by a foundation from Kingswood-Oxford and St. Thomas Academy.