Since 2016, Charlie has served as the Chief Financial Officer in the Office of Charles Butt, where he coordinates financial and investment planning on behalf of Charles and acts as the financial liaison between Charles and his philanthropic activities.
Previously, he was a partner in the Houston office of RSM, LLP (formerly Margolis Phipps & Wright). In this role, he directed the delivery of the firm’s financial and tax planning services to its high net worth clients. Charlie began his career with the Houston office of KPMG, rising to partner before joining Margolis Phipps & Wright.
Charlie also serves on The Holdsworth Center Board of Directors, and as Chief Financial Officer for Raise Your Hand Texas. Charlie is also a member of the Boards of the San Antonio Zoological Society and Capital Creek Partners.
He is a longtime advisor to Charles and has been involved with the Foundation since its inception.