Charlie Viola Email and Phone Number
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I am the Executive Chair, Adviser and Founding Partner at Viola Private Wealth, with over 24 years of experience in investment management. I specialise in advising high-net-worth individuals, family offices, and institutional investors, managing significant portfolios with a focus on delivering tailored, high-touch services.At Viola Private Wealth, I lead our efforts in delivering bespoke wealth management solutions that align with our clients’ unique financial goals. With decades of experience and a client-first ethos, we specialise in simplifying complex financial matters and actively managing our client’s wealth.Previously, I was a Partner and Managing Director at Pitcher Partners Sydney Wealth Management, where I oversaw more than $3 billion in assets under management and personally managed over $2 billion. My years there were instrumental in shaping my approach to wealth management, enabling me to consistently rank on Barron’s Top 100 Australian advisers list.I also provide investment management and asset consulting services to charities, associations and groups with significant funds to invest. Having worked with clients who have over $10 million in investable assets, I understand the complexities of managing wealth and am committed to offering solutions that are both strategic and sustainable.In addition to my professional work, I am proud to serve as a non-executive director of Autism Awareness Australia, a brilliant charity that supports families navigating the difficult (but sometimes wonderful) experiences of being touched by autism.
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Executive Chair, Adviser, Founding Partner Viola Private WealthViola Private Wealth Sep 2024 - PresentSydney, New South Wales, Australia -
Non Executive DirectorAutism Awareness Australia Feb 2022 - PresentAustralia -
Partner | Managing DirectorPitcher Partners Dec 2005 - Sep 2024SydneyPartner, Wealth Management - Investment Advisory, Investment ManagementServicing High Net Wealth Individuals and Small Institutions with $10m+ to invest. Barron's No.1 Ranked Adviser nationally, 2018Barron's No.4 Ranked Adviser nationally, 2019Barron's No.15 Ranked Adviser nationally, 2020Barron's No.10 Ranked Adviser nationally, 2021 -
PartnerMoore Stephens Sydney Dec 2005 - Oct 2015Sydney, AustraliaExecutive Board member and PartnerESS specialistPrivate Client Adviser -
ManagerMoore Stephens Sydney Apr 2003 - Dec 2005Sydney, Australia
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Various RolesCommonwealth Bank Of Australia Jul 1996 - Mar 2003Sydney CbdHeld various service and advisory roles over my time at CBA.
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Frequently Asked Questions about Charlie Viola
What company does Charlie Viola work for?
Charlie Viola works for Viola Private Wealth
What is Charlie Viola's role at the current company?
Charlie Viola's current role is Executive Chair, Adviser, Founding Partner Viola Private Wealth.
What is Charlie Viola's email address?
Charlie Viola's email address is ch****@****.com.au
What is Charlie Viola's direct phone number?
Charlie Viola's direct phone number is +614148*****
What are some of Charlie Viola's interests?
Charlie Viola has interest in Football, Liverpool Football Club, Cricket, Finance.
What skills is Charlie Viola known for?
Charlie Viola has skills like Investment Management, Employee Stock Options, Management, Due Diligence, Equities, Valuation, Financial Modeling, Assurance, Executive Pay, Accounting, Gst, Wealth Management.
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Charlie Viola
Greater Philadelphia -
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