Charles Bohlen, III
Financial Advisor
Education:
BA, Philosophy, Washington University in St. Louis
Responsibilities:
Charlie works with the advisory team at SFE, assisting with client support, portfolio implementation, and investment planning. His role includes conducting investment research, preparing materials for client meetings, and supporting ongoing client communications.
About Charlie:
Charlie joined SFE in March 2025. Prior to joining the firm, he worked in renewable energy, where he gained experience analyzing complex projects and managing detailed workflows. Outside of work, he enjoys gardening and reading literature.