Charlotte joined Clifford Swan in 2026 as an Investment Counselor, bringing over 25 years of leadership experience in investment management and wealth planning. As a Chartered Financial Analyst, she works closely with clients to understand their financial goals and builds portfolios tailored to their specific needs.

Charlotte spent the last decade at Northern Trust in Pasadena as a Vice President and Portfolio Advisor, where she managed over $400 million in client assets. She also served as the office’s volunteer champion, coordinating community engagement initiatives with organizations including the Braille Institute, Pasadena Humane Society, and Huntington Library. Prior to that, she served as a Senior Vice President and Fixed Income Specialist at Columbia Management/U.S. Trust, providing strategic oversight of over $600 million in fixed income portfolios for high-net-worth and institutional clients.

Outside of the office, Charlotte actively volunteers with the Pasadena Humane Society. She supports her twin boys in basketball, golf, and choir, and enjoys walks with her two dogs. Her hobbies include wildlife photography and travel.