Charles Winston is Senior Advisor with Innovative Asset Advisors Group. In this role he serves as a trusted advisor to the firm’s high net worth clients in delivering financial planning and strategic wealth management solutions.

Prior to joining Innovative, Charles spent over a decade with Circle Advisers, Inc. in the capacity of Financial Consultant where he worked with high-net-worth families in providing comprehensive financial planning and investment advisory services. He joined Circle Advisers with a strong advisory background having spent over a decade at Merrill Lynch and SeaCrest Wealth Management where he worked closely with many of the senior advisors and executives in the industry. He graduated from the Executive Credit Training Program at the Bank of New York, where he worked with the management teams of large corporations on complex lending solutions. 

He holds an MBA from Fordham University, and a BS in Economics from Hobart College. He holds series 7 and 66 security licenses. Charles lives in Old Greenwich with his wife Julia, two daughters and their dog DJ.