Chuck Leone, CPA, MST, possesses significant experience in tax and wealth management. From July 2021 to July 2024, Chuck served as a Senior Tax Associate in the PwC Private division, following a two-year tenure as a Tax Associate in Asset & Wealth Management. Prior to PwC, Chuck worked at GM Advisory Group, Inc. as an Investment Research Analyst and Wealth Strategist Intern, and held the position of Associate Account Executive at Iron Cove Partners. In June 2017, Chuck completed a Lead Tax Internship at RSM US LLP within the Local Markets Group. Chuck earned a Bachelor's Degree in Accounting from Bentley University and a Master of Science in Taxation from the McCallum Graduate School of Business at Bentley University. Additionally, Chuck graduated from South Side High School in 2014.
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