Charles "Skip" Winston

Financial Consultant

Charles joined Circle Advisers, Inc. in April 2013. He joins Circle Advisers with a strong advisory background. The last 13 years were spent at Merrill Lynch and SeaCrest Wealth Management where he worked closely with many of the senior advisors and executives in the industry.  

He graduated from the Executive Credit Training Program at the Bank of New York, where he spent 6 years working with the management teams of large corporations.
He holds an MBA from Fordham University, and a BS in Economics from Hobart College. He holds series 7 and 66 security licenses.

Charles lives in Old Greenwich with his wife Julia, two daughters and their dog DJ.