Charles Balducci is cofounder of the Snyder/Balducci Group, a multi-family office within the Wealth Management division of Merrill Lynch. He oversees a team of over 20 professionals dedicated to assisting ultra-high-net-worth families and individuals reach their goals.
Charles was named to On Wall Street’s “Top 40 Advisors Under 40” list for seven consecutive years from 2009 through 2015 and to REP Magazine’s “Top 40 Wirehouse Advisors Under 40” in 2014 and 2015. In addition, Charles has been named as one of Barron’s “Top 1,200 Financial Advisors: State-by-State” since 2014 and as one of the Financial Times’ “Top 400 Financial Advisors” in 2013.
Charles received a Bachelor’s degree in Finance from Pennsylvania State University. He and his wife, Amy Marisa, live in Greenwich, Connecticut, with their three children.