Charlie Moffitt joined Rockefeller in 2023. He is an Investment Analyst focused on providing world-class service and analysis in order to help clients achieve their goals. Prior to joining the team at Rockefeller, Charlie was a member of the Financial Consultant Academy at Charles Schwab. Before starting his career in finance, Charlie graduated from Indiana University where he majored in Finance and Law, Ethics, and Decision Making at the Kelley School of Business. In Bloomington, he was also involved in the Little 500 and the school’s Office of Financial Wellness and Education.
Charlie is originally from Indianapolis, IN. He is a youth mentor, Eagle Scout, and is actively involved in the local cycling community.