Charles Williams is a Managing Director with Sheridan Road and focuses on Sheridan Road’s retirement plan consulting business. Prior to joining Sheridan Road, Chuck worked for Leumi Investment Services as a Senior Investment Advisor and as a Retirement Plans Coordinator where his focus was on financial planning, asset management and corporate plan services for high net worth business owners. Chuck was also involved with corporate retirement plan design, sales and implementation for domestic clients. Chuck is also an Adjunct Professor at the School of Continuing Studies at Northwestern University where he teaches a Retirement Planning and Employee Benefits course to students studying to become Certified Financial Planners (CFP). Chuck is a Chartered Retirement Plans Specialist (CRPS), Accredited Investment Fiduciary (AIF), Accredited Asset Management Specialist (AAMS). Chartered Retirement Planning Counselor (CRPC), and Certified Financial Planner (CFP). He holds his Series 6, 7, 24 and 66 licenses as well as his life and health insurance licenses. Charles received his B.S. in Finance from DePaul University and his M.B.A. from the Kellstadt Graduate School of Business at DePaul University with a concentration in Marketing.
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