Promotion of Charlie Scharfe to the Position of Co-Chief Investment Officer (Co-CIO)

We are excited to announce the promotion of Charlie Scharfe to the position of Co-Chief Investment Officer (Co-CIO)

In his time at Our Family Office, as a Portfolio Manager and core member of the investment team, he has helped to shape the investment platform and managed client portfolios with careful oversight. In his new role, Charlie Scharfe will continue to work alongside Co-Founder, Executive Chairman and CIO Neil Nisker to guide the firm’s overall investment strategy, oversee portfolio construction and continuously evolve our thinking to best serve our client families.