Charles Jalenak, CFP®, MBA
Senior Wealth Strategist, Shareholder
Passionate about identifying the best investment decisions for clients, Charles often works with multi-generational families to develop strategies that preserve and grow family wealth.
Passionate about identifying the best investment decisions for clients, Charles often works with multi-generational families to develop strategies that preserve and grow family wealth.
More than thirty years of investing experience
Before joining Legacy in 2011, he spent 12 years at Jalenak Capital Management, Inc. Prior to that he was with a SEC Registered Investment Advisor based in Connecticut. Charles has a strong background in finance, accounting, and financial markets, with 37 years of investing experience in a wide variety of asset classes, including publicly-traded securities (equities and fixed income), private equity funds, hedge funds/alternative investments, real estate and venture capital. He has worked with several multi-generational families in developing strategies for preserving and growing family wealth, and achieving philanthropic desires.
When he’s not studying financial markets...
Charles is with his wife at a sporting event — watching one of their four kids compete in tennis or track. Or you can find Charles on the pickleball court or volunteering in the community.