Charles Wold (Managing Director of Private Wealth - Premium Finance, Wealth Transfer & Estate Planning)

Biography

Chuck brings over 36 years of experience working in the financial services industry.  He’s spent his career working with Financial Advisors, Bankers, CPAs, Life Insurance Professionals and Attorneys on a national basis.  He is extremely knowledgeable in the complex area of wealth transfer strategies and legacy planning for high net worth families.  Chuck is frequently called upon by professional advisors across the country to assist them with their high net worth clients.

Chuck joined Capitas Financial, Inc. in 2010 and is the Managing Director of the Private Wealth Management Group.  Chuck works with high net worth clients, typically families with a net worth in excess of $20,000,000.  Prior to joining Capitas Financial, Chuck was a Senior Director of the Private Wealth Management Group at Hartford Life.  Chuck enjoyed a 20 year career with Hartford Life, where he earned numerous honors and awards, including 8 Chairman’s awards, 5 President’s awards, a life member of the Honors Club and the Circle of Excellence.

Chuck graduated from Kenyon College with a bachelor’s degree in Economics.  He also received a Laureate in Wealth Strategies (LWS).  The Laureate in Wealth Strategies program is offered by the Southern California Institute in San Diego.  The program provides experienced Estate Planning Attorneys, CPAs, Financial Advisors and Bankers the opportunity to learn sophisticated estate planning strategies and to work together on a collaborative basis.  Chuck resides with his family in Wilmette, IL.  He is a Chicago Cubs fan and enjoys reading, mountain biking and barbecuing with family and friends.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.