Chuck Carroll

Chief Investment Officer at TFO Phoenix, Inc.

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.

Meet the Rest of Our Team

Get started with a consultation to find out if Latitude is right for you

Get Started

We have new locations in Mill Valley in Marin County and in the Laurel Heights neighborhood of San Francisco.