Charlise Whiteside, CFP BIO
Charlise Whiteside is a graduate of Yale University. Upon graduation from Yale, she briefly worked for IBM, but found her calling in the Trust and Private Wealth Management Divisions of large banks. She has over 20 years of experience in Private Wealth Management, including hands on experience in portfolio management (including Socially Responsible Investing), trust administration, financial planning, estate planning, excess corporate cash management, ERISA, institutional and charitable account management (including Foundations). Ms. Whiteside has a CFP (Certified Financial Planner) designation.
Much of her career was spent as a Vice President at State Street Bank/State Street Global Advisors, where she was instrumental in the development of a unit specially designed to meet the needs of Entrepreneurs/Closely Held Business Owners. During this time, she worked with high net worth and ultra-high net worth clients. She was recognized for her accomplishments by being awarded The Chairman’s Award for Outstanding Contribution.
Charlise Whiteside has also worked for several other large financial institutions, concentrating on trust and private asset management. In addition, she has experience in real estate and closely held business management, exit/ negotiation strategy development, and joint venture development.
She was an All-American Springboard Diver, who had the distinction of being the first woman to win Mens’ Varsity Letter in the Ivy League. This distinction lead to her being recognized by Time, Newsweek, International Herald Tribune, The Mike Douglas Show and many other major publications as a pioneer. In addition, she had the good fortune of competing with many internationally recognized members of Yale Sailing team. She also owned an Advanced Level 3-Day Event (Horse) Barn with several members of the US Olympic Team. Charlise has been inducted into a Sports Hall of Fame.
She has a wide scope of experience in the specialty assets surrounding lives of privilege, including equine (horse farm)/land-use management, art and rare collections, family compound management, etc.
We welcome confidential discussions regarding your own unique situation, 978-430-0150.