Charles Scheipeter Email & Phone Number

EDUCATIONSpring Hill College - Bachelor of Science, AccountingPROFESSIONALAfter earning his degree from Spring Hill College, Charlie returned to his roots in St. Louis to begin his career in tax accountancy. It wasn’t long before he brought his talents to the Gatewood Wealth Solutions team, joining as an Operations Analyst.In his role at GWS, Charlie works closely with the Investment Committee and supports the Operations Department. His responsibilities include tracking and updating the GWS model investment portfolios, as well as attribution tracking. He uses software systems such as Morningstar, YCharts, and Alteryx to deliver optimal results.​PERSONALA St. Louis native, Charlie grew up in a family of three, sharing a close bond with his siblings, William and Madeline. A graduate of Webster Groves High School, he demonstrated exceptional athletic skills in golf and hockey. This passion earned him a golf scholarship to Spring Hill College, where he pursued his interest in accounting.Outside of work, Charlie enjoys a range of activities including skiing, fishing, and traveling to new places. A dedicated golfer, he never misses an opportunity to enjoy a round on the links."Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Gatewood Wealth Solutions may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state."