Bio
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Charles Laubach is a seasoned finance professional with over 30 years of experience in various leadership roles, including Owner, Vice President, Associate Vice President, and Account Executive. He holds an MBA from Loyola University Maryland and a BS in Finance from the University of Baltimore. He has worked with top financial institutions such as Morgan Stanley, Merrill Lynch, and Ameriprise Financial Services, Inc. He is currently a self-employed individual and a freelance consultant, offering his expertise in finance, investments, retirement planning, and financial advisory services.
Experience
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Owner
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Sep 2019 - Present
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Charles Laubach, Owner
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Bel Air, Maryland, United States
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Free-Lance Consultant
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Sep 2023 - Present
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Bel Air, Maryland, United States
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Vice President
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Apr 2016 - Aug 2019
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Vice President
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Apr 2015 - Mar 2016
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Associate Vice President
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Sep 2012 - Feb 2015
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Wells Fargo Advisors
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Lutherville, MD
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Associate Vice President
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2004 - 2012
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Lutherville, MD
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Morgan Stanley
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Lutherville, MD
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Vice President
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1994 - 2004
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Lutherville, MD
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Smith Barney
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Lutherville, MD
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Second Vice President
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1986 - 1994
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Lutherville, MD
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Merrill Lynch
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Baltimore, Maryland Area
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Account Executive
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1983 - 1986
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Baltimore, Maryland Area
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Education
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1981 - 1982Loyola University Maryland
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1976 - 1978University of Baltimore
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Essex Community College
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Perry Hall
Suggested Services
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Industry Focus. “Investment Banking.”
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