Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Charles M. A. Winn CFA

Managing Director

With over 25 years of experience in financial services, Charles Winn is a sophisticated and trustworthy advisor.

As Managing Director at Pathstone, Charlie is responsible for business growth on the West Coast, while overseeing certain strategic relationships nationwide. Charlie is also a Partner and member of Pathstone’s Executive Committee.

Prior to Pathstone, Charlie was Chief Sales & Marketing Officer at Convergent Wealth Advisors, where he was responsible for overseeing the firm’s national business development and marketing efforts, dividing his time between Los Angeles and New York.  Additionally, Charlie was charged with supporting and broadening firm relationships with key existing and prospective clients and strategic centers of influence. Charlie was also a member of the firm’s Operating and Leadership Committees.

Before joining Convergent Wealth Advisors in 2013, Charlie worked as an investment advisor at Goldman Sachs in New York where he managed a team that worked with prominent ultra-high net worth individuals, family offices, and non-profit clients. Prior to Goldman, Charlie was a private client portfolio manager at Brown Brothers Harriman and a senior vice president at Bank of America, charged with institutional asset management.

A New York City native, Charlie graduated from Davidson College with a Bachelor’s degree in History. He holds the Chartered Financial Analyst ® designation and is a member of the CFA Society of Los Angeles.  He is also a member of the Economic Club of New York.