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Charles Verruggio

MBA
Wolf Group Capital Advisors
Washington, DC
Meeting the tax, wealth management, and financial planning needs of the international community for 30 years.

Meet Charles

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My Background - Charles Verruggio
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Balancing Needs - Charles Verruggio
Video Transcripts

Charles Verruggio is a Senior Financial Advisor at Wolf Group Capital Advisors. His responsibilities include advising his global client base on matters ranging from efficient portfolio construction to retirement, education and insurance planning.

In his career prior to joining Wolf Group Capital Advisors, Charles developed a robust blend of asset management, investment consulting, and financial planning skills and brings over a decade’s worth of financial services experience to Wolf Group…

Charles Verruggio is a Senior Financial Advisor at Wolf Group Capital Advisors. His responsibilities include advising his global client base on matters ranging from efficient portfolio construction to retirement, education and insurance planning.

In his career prior to joining Wolf Group Capital Advisors, Charles developed a robust blend of asset management, investment consulting, and financial planning skills and brings over a decade’s worth of financial services experience to Wolf Group Capital Advisors. Additionally, as a member of the WGCA Investment Policy Committee, he collaborates with other senior members of the team in refining the firm’s overall investment strategy.

Charles graduated from the University of Pittsburgh with a Bachelors of Science degree in Psychology and Business. Charles also received his MBA degree in Finance and Accounting from the Tepper School of Business at Carnegie Mellon University. When not in the office, Charles enjoys traveling, reading, and playing tennis.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Insurance management

Experience with

Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Education

Bachelors
MBA
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