Principal | Wealth Advisor
Current
Feb 2022 - Present
AeroLeads people directory · profile
Charles M. Email & Phone Number
Principal | Wealth Advisor at Cerity Partners
at
Cerity Partners
1 work email found
@ceritypartners.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal | Wealth Advisor at Cerity Partners
Location
Houston, Texas, United States
Company size
Who is Charles M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charles M. is listed as Principal | Wealth Advisor at Cerity Partners at Cerity Partners, a company with 211 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Charles M..
Charles M. previously worked as Principal | Wealth Advisor at Cerity Partners and VP at Autumn Lane Advisors. Charles M. holds Bachelor Of Science (Bs), Psychology from Texas A&M University.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Charles M.'s masked contact details.
*@ceritypartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Charles M.. Compare company email patterns before reaching out.
Profile bio
About Charles M.
p: 713.622.9111 / e: cmcrae@ceritypartners.comExperienced financial adviser committed to helping clients develop holistic financial plans to achieve personal and financial objectives. Expertise in dealing both with those in or approaching retirement as well as their children. Skillset includes investment management, retirement planning, estate planning and charitable giving strategies, assessment of insurance needs and opportunities, and evaluation of corporate benefits and retirement plans. Clients include small business owners, corporate executives, medical professionals and other affluent individuals and families.
Listed skills include Recruiting, Oil And Gas Industry, Offshore Drilling, Subsea Engineering, and 31 others.
Current workplace
Charles M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
4 roles
Charles M. work experience
A career timeline built from the work history available for this profile.
Feb 2020 - Jan 2022
Wealth Advisor
Oct 2014 - Jan 2020
Recruiter: Offshore And Onshore Drilling Contractors
Jan 2013 - Oct 2014
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
SA
Sean Angelis, Cfp®
Colleague at Cerity Partners
San Francisco, California, United States, United States
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JL
James Lebenthal
Colleague at Cerity Partners
New York, New York, United States, United States
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GF
Grace Finn
Colleague at Cerity Partners
New York, New York, United States, United States
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MC
Maddie Costlow
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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BS
Brendan Sweeney, Cfa
Colleague at Cerity Partners
Baltimore, Maryland, United States, United States
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CS
Carson Shadowen, Awma®
Colleague at Cerity Partners
Indianapolis, Indiana, United States, United States
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DP
Daniel Park, Cfp®
Colleague at Cerity Partners
New York, New York, United States, United States
View →
LL
Laure Louis
Colleague at Cerity Partners
Greater Paris Metropolitan Region, France
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ZW
Zach Woodward, Cfp®
Colleague at Cerity Partners
Dayton, Ohio, United States, United States
View →
JL
Jeremy Leffel
Colleague at Cerity Partners
New York City Metropolitan Area, United States
View →
Sean Angelis, Cfp®
Colleague at Cerity Partners
San Francisco, California, United States, United States
View →
JL
James Lebenthal
Colleague at Cerity Partners
New York, New York, United States, United States
View →
GF
Grace Finn
Colleague at Cerity Partners
New York, New York, United States, United States
View →
MC
Maddie Costlow
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
View →
BS
Brendan Sweeney, Cfa
Colleague at Cerity Partners
Baltimore, Maryland, United States, United States
View →
CS
Carson Shadowen, Awma®
Colleague at Cerity Partners
Indianapolis, Indiana, United States, United States
View →
DP
Daniel Park, Cfp®
Colleague at Cerity Partners
New York, New York, United States, United States
View →
LL
Laure Louis
Colleague at Cerity Partners
Greater Paris Metropolitan Region, France
View →
ZW
Zach Woodward, Cfp®
Colleague at Cerity Partners
Dayton, Ohio, United States, United States
View →
JL
Jeremy Leffel
Colleague at Cerity Partners
New York City Metropolitan Area, United States
View →
1 education record
Charles M. education
FAQ
Frequently asked questions about Charles M.
Quick answers generated from the profile data available on this page.
What company does Charles M. work for?
Charles M. works for Cerity Partners.
What is Charles M.'s role at Cerity Partners?
Charles M. is listed as Principal | Wealth Advisor at Cerity Partners at Cerity Partners.
What is Charles M.'s email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Charles M. at Cerity Partners.
Where is Charles M. based?
Charles M. is based in Houston, Texas, United States while working with Cerity Partners.
What companies has Charles M. worked for?
Charles M. has worked for Cerity Partners, Autumn Lane Advisors, Investec Wealth Strategies, and Spencer-Ogden.
Who are Charles M.'s colleagues at Cerity Partners?
Charles M.'s colleagues at Cerity Partners include Sean Angelis, Cfp®, James Lebenthal, Grace Finn, Maddie Costlow, and Brendan Sweeney, Cfa.
How can I contact Charles M.?
You can use AeroLeads to view verified contact signals for Charles M. at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Charles M. attend?
Charles M. holds Bachelor Of Science (Bs), Psychology from Texas A&M University.
What skills is Charles M. known for?
Charles M. is listed with skills including Recruiting, Oil And Gas Industry, Offshore Drilling, Subsea Engineering, Drilling, International Recruitment, Human Resources, and Oil/Gas.
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