Charlie Duryee

Charlie Duryee is an experienced financial professional currently serving as Associate Director at Leo Wealth since September 2019. Prior to this role, Charlie was a Business Reporting and Analytics Analyst at Wilmington Trust from July 2018 to July 2019, where responsibilities included developing technological processes and enhancing client relationships within Wealth Management. As a Wealth Management Intern at Massey Quick Simon & Co., LLC in 2017, Charlie proposed model portfolios and conducted investment analysis. Charlie's career began at Sankaty Head Golf Club as Assistant Caddie Master from June 2011 to August 2016. Charlie holds a Bachelor of Science in Business Administration with a focus on Accounting and Financial Management, complemented by a minor in Environmental Studies from Bucknell University.