Charlie Carse is a Client Service Manager at Moneta, where he helps clients navigate their financial journeys with a focus on personalized service and relationship-building. He earned his degree in Finance with a minor in Real Estate from the University of Alabama, where he was recognized for his academic achievements and leadership. A proud St. Louis native, Charlie attended Saint Louis University High School, where he was an Academic All-American lacrosse player and set the school’s all-time points record.

During his time at Alabama, Charlie was an active member of Sigma Chi fraternity, serving as Brotherhood Chairman, and earning spots on the President’s and Dean’s lists. In the summer of 2022, Charlie interned at Moneta, and after graduation, he returned to the firm as a Client Service Manager (CSM), eager to apply his skills and expand his knowledge in wealth management.

While early in his career, Charlie is dedicated to professional growth, with plans to pursue further qualifications such as the CFP®. He thrives in collaborative environments, enjoying the process of creatively solving problems and developing strong, lasting client relationships.

Outside of work, Charlie is an avid sports enthusiast who enjoys running, basketball, hiking, skiing, and golf. He’s a passionate Alabama football fan and values spending time with family and friends. Originally from Warson Woods, Charlie is relocating to Chicago with plans to make Lincoln Park his new home.