Chuck Carroll

Chief Investment Officer at TFO Phoenix, Inc.

Black and white portrait of Chuck

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.

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