Charles B. Grace III, senior consultant for Family Office Exchange (FOX), has 20 years of private wealth management experience, including 10 years at Ashbridge Investment Management LLC, a $1 billion multi-family office and single family office serving individuals and families with significant wealth. His responsibilities included many facets of wealth management, including client relationships, business development, membership on the firm’s investment committee, and corporate management and governance. Most recently, Charlie was managing director and chairman of the executive committee for Ashbridge. He has been quoted in various publications, including the The Wall Street Journal, Financial Times, and Worth magazine, and presented at many conferences focused on private investors and family offices. Charlie also served as a vice president for Fuji Bank, focusing on the drafting and implementation of policies covering legal risks faced by the bank as well as operational and investment risks for all trading and lending for the New York office. Earlier in his career, he worked as a research analyst for Lloyd George Management and research associate for the European-American Chamber of Commerce. Charlie received a B.A. and M.A. in history from Bates College and the American University, respectively, as well as a J.D. from the Washington College of Law. |
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