Charlie Gholami

Charlie Gholami is an Associate at TCG Advisory Services, LLC, a HUB International company based in Austin, Texas. In his current role, he provides investment advisory services to both individual and institutional clients, supporting the firm’s fiduciary duties and collaborating on client portfolio management. His responsibilities include conducting market research, assisting with investment planning, and monitoring portfolio performance, focusing on retirement plans and wealth management solutions.

Charlie specializes in multi-asset portfolio analysis and management, with emphasis on public equities, fixed income, and retirement vehicles typical of the retirement and institutional consulting sector. He leverages data-driven decision making and financial modeling to address client objectives, ensuring regulatory compliance and optimized risk-return profiles. His previous analyst positions have involved sector analysis across equities, fixed income, and alternative assets, supporting high-net-worth and institutional mandates.

He holds a Master of Science in Finance and an MBA in Digital Technologies from the University of Oklahoma, along with a Bachelor of Business Administration in Marketing. Charlie’s background includes investment analyst roles at Full Sail Capital and Tom Johnson Investment Management, where he contributed to equity research and portfolio construction. His expertise lies in evaluating investment products, institutional risk management, and integrating digital technologies into portfolio solutions for retirement plans and private clients.