Charlie brings significant experience advising wealthy families and entrepreneurs to his role as Head of Business Development at Forthlane. A passionate connector of people and projects, Charlie is known as a tireless advocate for the goals, interests and causes of his clients. Charlie began his career in institutional equity sales with the Spear, Leeds & Kellogg division of the Goldman Sachs Group in New York City, then worked in business development for innovative startups in both the United States and Canada. He then joined the private banking group of UBS in Toronto, and prior to joining Forthlane, spent eight years with Cidel, a leading Canadian private bank and asset manager. Charlie is a graduate of Miami University, where he was a member of the NCAA Division I Ice Hockey team. Charlie, his wife and two children reside in Toronto, and he is a member of the Leadership Counsel of Capitalize for Kids, a children's mental health charity.