As Chief Investment Officer of TFO Phoenix, Inc., Chuck Carroll is responsible for leading the firm’s investment practice and overseeing investment advisory services. He also works directly with a number of TFO Phoenix’s client families in designing customized strategies to help them achieve their specific financial objectives.
Chuck is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). He received a Bachelors of Business Administration in Accounting at the University of Wisconsin-Madison. As a food allergy parent, Chuck is passionate about improving healthcare for food allergic families.