Based in the New York office, Charles (Chuck) Florio is a Director of the Family Office Services group working closely with high-net-worth individuals and families, as well as their businesses. Chuck reviews and prepares financial statements and budgets; performs back office services and serves as an intermediary with clients’ team of trusted advisors including attorneys, actuaries, investment managers, private bankers and insurance brokers.
Chuck also performs special project work for clients while improving the processes within the PCS department to better serve the needs of our clients. He will participate in the daily administration of the department including the management and training of staff members.
Chuck has a very diverse background, including 8 years of public accounting and 25 years in the private sector. His executive positions as CFO and COO have provided him with a strong financial, tax, human resource and administrative background. Chuck spent his last 15 years with Private Equity backed businesses, spearheading acquisitions, mergers, divestitures, recapitalizations, while continually improving operating results and growing shareholder value.
Chuck was responsible for business plans, budgets, financial reporting, audit, tax and human resource needs of businesses with multi-locations (both domestic and international) generating revenues ranging from $45M to $300M.