Charles K. Porter, Jr. – This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Charles, better known as Chuck, has been with Canon Capital Investment Advisory since 2006. He is a Senior Investment Advisor who manages investment assets for high-net worth individuals and families, focusing on multi-generational wealth transfer and the transfer of legacy and values.

He is a graduate of Widener University, with a Bachelor of Science Degree in Business Administration – majoring in Economics while minoring in Accounting and Finance. In addition to required investment and insurance licensing, Chuck has completed formal education and training in fiduciary studies and is an AIF® - Accredited Investment Fiduciary. The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and application to the investment management process.

Chuck also holds a Certificate in Financial Management for the Family Office (CFMFO) from Pepperdine University, Graziadio School of Business and Management. The Certificate in Financial Management for the Family Office is a training program designed for family office management personnel, family members, individuals from affluent backgrounds, and advisors that work within the family office space. Program attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions.

Chuck and his wife Teresa have four sons – Brayden, Noah, Mason and Micah and they currently reside in Upper Salford Township, Pennsylvania.