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Charles Mohr

Charles Mohr

Principal

Financial Advisors

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

Our firm welcomed Chuck in 2021. At CAPTRUST, he provides investment advisory services to our clients focusing on corporate retirement plans, endowments, foundations, healthcare institutions, and family offices.

Chuck joined us from Ellwood Associates—a comprehensive financial services firm—where he was an institutional investment consultant. He 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.

Prior to joining the consulting group at Ellwood, Chuck worked as a senior research analyst for the firm. He earned a Bachelor of Science degree in finance from the University of Dayton.

Education

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

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago
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