Director of National Recruiting
Charlie Latimer joined Private Advisor Group in 2016 as Director of National Recruiting, bringing over 20 years of experience in the Financial Services Industry, with proficient expertise in the RIA channel and recruiting.
Starting his career at the Federal Reserve Bank of New York in 1991, Charlie worked in the Bank Supervision Group authoring comprehensive research reports on foreign banks operating in the U.S., including their Capital Adequacy, Asset Quality, Earnings and Liquidity. His research was used by Senior Fed officials and Bank Examiners in applying policy as part of the bank examination preparation process.
Charlie later went on to work at Bloomberg L.P. in 2000, where he went through an extensive two-month sales training certification program learning virtually every industry role, including the Buy-Side and Sell-Side. In his last position at Bloomberg, Charlie was a consistent top sales performer selling to Hedge Funds in New York and Boston.
More recently, Charlie diversified his experience in the RIA industry, working as a Business Development Officer at Schwab Advisor Services where he helped advisors achieve independence in private practice and business ownership. Charlie subsequently joined TD Ameritrade Institutional in 2011 as a Sales VP, where he most recently enjoyed a successful career as a top performer in the overall company and the number one performer in the Northeast region, turning around a territory with a severe nonperforming history.
Charlie is a highly visible participant at industry events and overall strong advocate for the independent advisory channel. Charlie resides in West Caldwell, NJ with his wife, two children and two cats. He enjoys an active busy life at home and professionally.