Chuck provides strategic leadership and directs client strategy. Prior to founding Clear Rock Advisors, he 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 is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.

Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University.