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Charles McGortey

Director

BS, Laroche University

Mr. McGortey specializes in drafting compliance policies and procedures, conducting risk assessments, and counseling clients on regulatory matters. He has over 25 years in the financial services industry and holds the designation Investment Adviser Certified Compliance Professional (IACCP®) certification from National Regulatory Services, Inc. He also holds Series 7, 24, and 66 licenses.

Charles McGortey
Charles McGortey