Charles Sarvari
Director of Employee Experience and Operational Strategy
Director of Employee Experience and Operational Strategy
Charles is a Director at AWM Capital.
Charles strives to enrich the lives of employees and clients through the development of thorough strategy and an opportunity driven culture based on strong values and a clear vision.
He is passionate about helping others achieve their goals and creating an environment to encourage that.
Before AWM, Charles spent a decade consulting 100’s of RIA firms across the globe.
Career in Consulting and Finance
Prior to coming to AWM, Charles served as a Regional Director in Practice Management at Dimensional Fund Advisors.
Charles is an industry expert at various topics that include strategic planning, the employee experience, the client experience, growth strategies, and process development.
Charles has presented at many national industry conferences and facilitated workshops based on the development of thriving businesses in the RIA space.
He has also designed and analyzed results from some of the industry’s largest studies on RIA businesses and client feedback.
Education
Charles graduated from the University of Texas – McCombs School of Business, and majored in B.A Finance.
He has also received a Certificate of Strategy Execution from Harvard Business School.
Personal Life
Charles resides in Sherman Oaks, CA. He loves exploring the outdoors and national parks, sailing and hiking, cooking and wine, and woodwork or DIY.