Chuck joined Raymond James in 2002 and spearheads the firm’s Higher Education group. His services to higher education clients include analytics, capital planning, structuring, derivative products, asset-liability management, and fixed-variable rate debt management. Prior to focusing on higher education, Chuck worked in the Financial Products group, where he was involved in negotiating swap agreements and pricing other derivative products, including caps, floors and collars on behalf of the firm. Chuck received a Bachelor of Arts degree in Business Administration from Rhodes College. He currently holds the Series 7 and 63 licenses.