Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.
C York Headshot 1

Charles T. York, CFA, CFP®

Vice President, Wealth Advisor, Bethesda

Charles York, Bethesda, is a Vice President and Wealth Advisor in the Bethesda, MD office of Goldman Sachs PFM. In this role he works directly to address the wealth planning and investment needs of individuals and multi-generational families, as well as non-profit institutions.

Charlie has more than 25 years of experience in investment management and research. Charlie joined the firm from BNY Mellon where he managed client relationships and worked as a senior wealth manager, served on the firm’s Investment Strategy Committee and also led the Greater Washington, DC team. Previously, Charlie worked in senior portfolio management, investment research and team leadership roles at several leading financial institutions in Washington, DC and Boston, MA. He started his career as a naval aviator with the U.S. Navy. Charlie is an adjunct professor of Finance at the School of Business at George Mason University. He currently serves on the Board of Directors of Easterseals DC MD VA, a community-based non-profit organization.

Charlie earned his Master of Business Administration degree from the Kellogg School of Management at Northwestern University and his Bachelor’s degree in Physics from Cornell University. He is a CFA charterholder and a CFP® professional.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.