Charles Young

Charles Young is an Investment Research and Planning Analyst at Bleakley Financial Group, LLC, based in New Jersey, where he has served since June 2021. In this capacity, he is involved in developing and analyzing investment strategies, assisting with financial planning, and contributing to client portfolio management for a diverse clientele. He also holds a dual role as an LPL Registered Administrative Associate at LPL Financial, further supporting his expertise in brokerage operations and compliance.

Young's work primarily focuses on comprehensive wealth management and investment planning, serving individual and institutional clients across asset classes including equities, fixed income, mutual funds, and retirement accounts. While his responsibilities span broad sectors due to the nature of holistic advisory services, his research and planning role emphasizes diversified portfolio construction and risk-adjusted investment solutions tailored to each client’s objectives.

He began his finance career through internships with Eagle Rock (a Greenberg & Rapp company) and Chatham Wealth Management, later advancing to roles such as registered sales assistant at The Falcon Financial Group and financial consultant at Equitable. Young earned his bachelor's degree in Business Administration and Finance from Muhlenberg College in 2018 and maintains the S66 Uniform Combined State Law Examination license, enabling him to function as both a securities agent and investment advisor representative.