Meet Colonial Consulting's
CHARLIE GEORGALAS, CFA

Careers - Charlie’ Story
 New Challenges
Charlie’ Story
New Challenges
Charlie began his career in the banking industry and spent 10 years gaining extensive experience while attending night school for his MBA at Fordham University. Eventually, he went in search of new challenges and took on a position at a boutique brokerage firm. When that firm was sold, he decided to apply at Colonial Consulting.
Careers - What Charlie Does
 Chief Executive Officer
What Charlie Does
Chief Executive Officer
Charlie splits his days between internal-facing responsibilities and direct client consultations. He works closely with company leadership to ensure smart decisions are being made—and followed through—for the future of the company. In between, he also continues to personally advise a handful of clients about their own financial futures.
 
 
“Colonial leadership treats employees the way they themselves would want to be treated.”
 
“Colonial leadership treats employees the way they themselves would want to be treated.”
 
 
“Even if it costs us a little extra, we go out of the way to look after the individual needs of our employees, because that’s what a family does.”
 
“Even if it costs us a little extra, we go out of the way to look after the individual needs of our employees, because that’s what a family does.”