Charlie-Kace

Charles J. Kace III

Vice President, Relationship Manager

Joined
GW&K
2019

Industry
Experience
18 Years

Responsibilities

Charlie is member of GW&K’s national accounts team responsible for relationship management. He has extensive experience cultivating trusted partnerships and relationships with both advisors and clients across various business channels.

Prior work Experience

Prior to joining GW&K, Charlie was a national accounts intermediary specialist at Robert W. Baird responsible for developing relationships across business channels. Previously Charlie worked for Eaton Vance as an advisory services group regional consultant covering RIAs, bank trust and family offices in the Midwest. Charlie also spent a number of years in an internal wholesaler/team leader role at Eaton Vance uncovering opportunities in his designated territory as well as supervising and managing an internal wholesaler team covering multiple territories.

Education

Charlie received a BA from The Ohio University and holds the Series 6, 7, 63, and 65 Licenses with FINRA.

Outside the Office...
I take a lot of pride in my volunteer and philanthropy work. I am actively involved with the Wounded Warrior Project. I have also enjoyed planning and hosting fundraising events for ALS research and the Mass General Heart Center.

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