About
Charlene
Charlene partners with clients to create personalized solutions to help them manage short-term financial objectives with their long-term financial life goals. Charlene joined Focus Partners in 2026, bringing with her experience garnered from working at Kovitz and Telemus since 2006.
In a previous role, she co-managed fixed-income assets and was a member of the Taxable Fixed Income Investment team. Prior to that, Charlene had been a member of the Beacon Asset Management team.
Charlene is active in the Ann Arbor community, serving as president of the Wild Swan Theater Board of Directors.
When she is not in the office, Charlene is an avid hiker who also loves to bike and practice yoga. She loves to travel with her family and their dog, Herbie.
Education and Professional Milestones
-Central Michigan University – bachelor’s degree in business administration
-Walsh College – master’s degree in corporate finance
Charlene partners with clients to create personalized solutions to help them manage short-term financial objectives with their long-term financial life goals. Charlene joined Focus Partners in 2026, bringing with her experience garnered from working at Kovitz and Telemus since 2006.
In a previous role, she co-managed fixed-income assets and was a member of the Taxable Fixed Income Investment team. Prior to that, Charlene had been a member of the Beacon Asset Management team.
Charlene is active in the Ann Arbor community, serving as president of the Wild Swan Theater Board of Directors.
When she is not in the office, Charlene is an avid hiker who also loves to bike and practice yoga. She loves to travel with her family and their dog, Herbie.
Education and Professional Milestones
-Central Michigan University – bachelor’s degree in business administration
-Walsh College – master’s degree in corporate finance