Your Team
If you’re looking for Mike or Bruce Charleton, you won’t find them glued to their monitors watching early returns from Tokyo or London. They aren’t stock pickers — they’re team builders. Look for them in the Charleton Financial conference room with their eight-person team, starting an intensive two-hour cross-pollination team meeting.
This is the time for the entire staff to air out the who, what, when, where, and how questions that would otherwise clog up a busy week. Client Service Managers compare notes on those of you who plan account transfers or special distributions, to make sure that every part of the process goes smoothly. Bruce gives a briefing on market activity and helps the team prepare for questions when you call. Mike trains the team on a new investment strategy he has been studying. Each staff member learns from the other, and affirms how important everyone is to the success of our clients.
By meeting each Monday morning, Mike and Bruce ensure that everyone, from the front office to the back office, understands the Charleton vision, enriches it, and retains the firm’s singular focus: you.