As a Senior Director of Strategic Relationships and Partner at True North, Chuck provides strategic leadership and directs client strategy. Prior to joining True North, Chuck was the Co-founder and Chairman of Clear Rock Advisors.

Before founding Clear Rock, Chuck served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank.

Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University. He is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.