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Charles Cooper is a Wealth Advisor with J.P. Morgan Wealth Management. As a founding member of The MHC Group, he leverages his strong relationship management skills to deliver holistic advisory guidance for the team’s high-net-worth clients and their families.
Charles believes that what sets the Group apart from other wealth management practices within the financial advisory industry is its focus on both sides of the balance sheet to consider assets as well as liabilities within each individual’s total financial picture. This attention to the many factors of wealth management enables him to deliver a broad suite of financial planning, strategic investment and executive services. Charles works very closely with the firm’s Mortgage Advisory team to address mortgage financing, lending and credit needs. He displays an intense work ethic and helps ensure that nothing falls through the cracks.
Taking a leadership path to a career in financial services, Charles graduated magna cum laude from The Citadel, the Military College of the South. He holds a B.B.A. with a concentration in Finance. Charles interned at Merrill Lynch while in school, and upon graduation, joined the firm and the team. In 2018, the team transitioned to J.P. Morgan, and Charles is pleased to deliver financial guidance and streamlined investment solutions that have a positive effect within his community.
A native of Charleston, South Carolina, Charles resides with his wife, Sara Kate, in Chicago. In his spare time, he enjoys golf and sport fishing, and volunteers his time with People Church of Chicago. He is a foodie with an affinity for both exclusive restaurants and southern barbeque.
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