Charles McCall is currently a Vice President Financial Consultant at Fidelity Investments, a role they have held since 2023. Previously, Charles served as a Financial Consultant from 2021 to 2023 and worked as a Wealth Manager at Kinetic Financial from 2019 to 2020, specializing in portfolio management for high net worth individuals and business owners. Earlier in their career, they gained experience as a Client Service Specialist at TD Ameritrade in 2013 and interned at Scipione, Berg & Associates, LLC in 2011, where they provided operational support in financial investigations. Charles earned a Bachelor of Arts in Sociology from the College of the Holy Cross and is currently pursuing an MBA with a focus on Asset Management and Financial Planning at California Lutheran University.
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