Charles B. Wold Clu, Chfc

Managing Director & Vice President Private Wealth Management Group at Capitas Financial

Charles B. Wold, CLU, ChFC is currently serving as the Managing Director & Vice President of the Private Wealth Management Group at Capitas Financial. Prior to joining Capitas Financial, Charles held the position of Private Wealth Management Director at The Hartford from April 1991 to October 2010. Before that, Charles worked as a Wholesaler for Insurance, Retirement Plans, and DI Insurance at Travelers from February 1987 to March 1991. Charles graduated from Kenyon College with a Bachelor of Science (BS) degree in Economics in 1986.

Links

Previous companies

Travelers logo
The Hartford logo

Timeline

  • Managing Director & Vice President Private Wealth Management Group

    May, 2018 - present

  • Director Private Wealth Management Group

    November, 2010

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