Charles Mohr, CFA


Education & Other Highlights

Charles Mohr is an institutional advisor based in Chicago, IL.

Chuck joined CAPTRUST in 2021 from Ellwood Associates and he serves as a principal and financial advisor. He provides investment advisory services to our clients focusing on corporate retirement plans, endowments, foundations, healthcare institutions, and family offices.

At Ellwood, Chuck was an institutional investment consultant and also managed the firm’s hedge fund manager research team, which included developing Ellwood’s list of approved hedge fund managers by sourcing managers across the entire universe of hedge fund strategies.

He holds a Bachelor of Science degree in finance from the University of Dayton.


  • Bachelor of Science degree in finance from the University of Dayton

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Chicago)


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.