Chuck Mohr, CFA, is a Principal and Institutional Financial Advisor at CAPTRUST, where they have been providing investment advisory services since 2021. Based in Chicago, IL, Chuck assists clients such as corporate retirement plans, endowments, and foundations in constructing and managing their investment portfolios. Prior to CAPTRUST, they served as an Institutional Investment Consultant and headed the hedge fund manager research team at Ellwood Associates from 2006 to 2021. Chuck earned a Bachelor of Science in Finance from the University of Dayton. In their free time, they enjoy spending time with family, traveling, and exploring new culinary experiences.
This person is not in any teams
This person is not in any offices