Meet Charles Boinske, the Chief Visionary Officer, Wealth Manager, and Podcaster at Modera Wealth Management. With a Bachelor's degree in Economics from Penn State University, Charles has over 36 years of experience as a Financial Advisor, and he helps high net worth families be good stewards of their wealth. He has worked in various financial advisory roles, including Registered Investment Advisor (RIA), Financial & Investment Advisor, CEO, and President at Independence Advisors, LLC and Independence Advisors, Inc. Charles has also worked as Vice President at Valley Forge Asset Management and Assistant Vice President at Kidder Peabody & Co., Inc., where he was responsible for Retail & Institutional Sales Strategy and Investment Banking.

Charles is passionate about fly fishing and believes that success in both fly fishing and wealth management depends on using the right process. He hosts a podcast called The Wealth Cast and enjoys studying military history and spending time with his family during his free time.