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At UBS Wealth Management, I lead strategic initiatives that merge client engagement, product innovation, DevOps transformation, and AI adoption—bringing together Generative and Agentic AI to create intelligent systems that not only generate insights but act on them. These efforts help teams and clients pursue investment goals with autonomy, clarity, and measurable impact. A strategic role defined by clarity of purpose, operational precision, and a commitment to human-centered innovation.
[ About ]■
Beyond UBS, I serve as founder and advisor at Wallow, an AI company designed to make project friction visible—so teams can move faster, together. Over a 25-year career in financial services and technology—spanning Wells Fargo Wealth Management, Slalom, BNY Mellon, Prudential, Capital One Innovation Lab, and an early start on Wall Street’s trading desks—I’ve worked at the intersection of corporate transformation and entrepreneurial design.
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11 Madison Ave. New York, New York
Director
UBS
At UBS Wealth Management, I lead strategic programs that integrate client engagement, product innovation, DevOps transformation, and AI adoption into a unified vision of intelligent wealth management. My focus is on advancing the use of Generative and Agentic AI—systems designed not just to analyze data but to act on it—enabling advisors, clients, and teams to pursue investment goals with autonomy, precision, and measurable outcomes.
In this role, I drive the convergence of AI, automation, and product strategy, shaping how technology supports global wealth management platforms and the next generation of client experiences. My work bridges innovation and governance, ensuring that AI adoption aligns with both regulatory standards and enterprise agility.
I collaborate with cross-functional teams of AI Engineers, Data Scientists, Product Leaders, and Business Executives to deliver scalable, responsible innovation that redefines how UBS connects intelligence with impact.
666 3RD Ave, New York, New York
Product Manager
Wells Fargo
At Wells Fargo Wealth & Investment Management, I led the product strategy for Alternative Investments Technology—building digital systems that simplify how advisors and clients access private equity, hedge funds, and real assets. My focus was on modernizing legacy processes, increasing transparency, and enabling advisors to deliver personalized investment opportunities with confidence and precision.
In this role, I guided the evolution of platform design, data integration, and workflow automation, ensuring that alternative investment solutions were scalable, compliant, and intuitive. The goal was simple: empower advisors and clients to pursue complex investment strategies with autonomy, clarity, and measurable outcomes.
I worked across teams of engineers, product owners, risk managers, and wealth advisors to bridge technology and investment strategy—delivering tools that enhance decision-making, strengthen client relationships, and reflect Wells Fargo’s commitment to trusted wealth management.
Flatiron district, New York, New York
Sr. Manager
CapitalOne Innovation Lab
At Capital One Innovation Lab, I led product strategy for internally developed asset management technology designed to help the firm manage regulatory obligations and gain strategic insight into the value of its owned assets. My focus was on transforming fragmented data and compliance workflows into a unified, intelligent platform that empowered decision-making at scale.
In this role, I drove the convergence of product design, data intelligence, and regulatory technology, enabling asset managers to evaluate evolving market conditions and make informed decisions on behalf of Capital One. The platform provided a dynamic view of where assets were located, how surrounding environments were changing, and what those shifts meant for future growth and policy alignment.
I collaborated with data scientists, engineers, and portfolio leaders to deliver a product that balanced innovation with accountability—enhancing visibility, precision, and trust in how Capital One understood and managed its investments.
My career has been dedicated to reshaping the narrative of business, product, and technology through precision-driven strategy and purposeful innovation—yet equally grounded in contemporary aesthetics and cultural depth.
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About Charles
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A native of Queens, New York, Charles began his career on Wall Street behind the trading desk before shifting his focus to building technology that empowers traders, advisors, and clients alike. Over the past 25 years, he has shaped platforms that bridge financial services and emerging technology—transforming how organizations think, operate, and deliver value.
At UBS Wealth Management, Charles leads strategic programs that merge client engagement, product innovation, DevOps transformation, and AI adoption—bringing together Generative and Agentic AI to create intelligent systems that not only generate insights but act on them. His work advances the future of wealth management through clarity, precision, and automation at scale.
Beyond UBS, Charles is the founder and advisor at Wallow, an AI company designed to make project friction visible—helping teams move faster, together. He also created Parent, a financial literacy platform that simulates credit card experiences to help kids and young adults learn how to manage money responsibly.
Charles’ career reflects a rare blend of corporate discipline and entrepreneurial drive—dedicated to reshaping the narrative of business and technology through purposeful design, measurable innovation, and human-centered leadership.
[ TESTIMONIALS ]“Charles has a rare ability to bridge strategic vision with practical execution. At BNY Mellon, he consistently transformed complex initiatives into clear, actionable outcomes—aligning teams across business, product, and technology. His leadership style is grounded in precision, empathy, and an unwavering focus on progress. Working with him elevated not just the project, but the people behind it.”
Joakim Marner, BYN Mellon
“Charles brings clarity to complexity. His ability to translate strategic ambition into measurable results sets him apart.
At Prudential, I saw firsthand how he approaches every challenge with analytical precision and creative discipline—connecting technology, people, and purpose with remarkable coherence. Charles doesn’t just deliver solutions; he builds systems that continue to learn, adapt, and lead.”
Mike Vadim Iskandaryan, McKinsey & Company
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