Charlie Waterhouse
Portfolio Manager-Equities at Arbor Trust Wealth Advisors LLC
Profile
Mr. Charles N.
Waterhouse is a Partner & Senior Financial Advisor at Arbor Trust Wealth Advisors LLC.
In addition to his over 35 years of financial industry experience, he also has a keen understanding of the wealth management needs of business executives.
Mr. Waterhouse was The former CEO of Guaranty Federal Savings Bank and CFO of Arcadia Bank & Trust, Charlie heads up the firm’s Investment Committee, and specializes in investment management, investment strategies and solutions development for the firm’s clients.
His additional tenures include positions as Vice President & Senior Financial Advisor at United Bank & Trust and as Vice President, Employee Benefits Trust Office at Huntington Bank.
He graduated from the University of Michigan with a Bachelor of General Studies with concentrations in Economics and Accounting.
Charlie Waterhouse active positions
| Companies | Position | Start |
|---|---|---|
Arbor Trust Wealth Advisors LLC
 Arbor Trust Wealth Advisors LLC Investment ManagersFinance Arbor Trust Wealth Advisors LLC (Arbor Trust) is an independent registered investment advisor and wealth management firm headquartered in Ann Arbor, Michigan. Founded in 2014, Arbor Trust offers advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, state-municipal entities, and businesses. | Portfolio Manager-Equities | 01/08/2014 |
Former positions of Charlie Waterhouse
| Companies | Position | End |
|---|---|---|
NBD Bank NA
 NBD Bank NA Financial ConglomeratesFinance NBD Bank NA is a company based in Elkhart, IN. | Corporate Officer/Principal | - |
The Huntington National Bank (Columbus, Ohio)
 The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Corporate Officer/Principal | - |
FMB Bancshares, Inc. (Georgia)
 FMB Bancshares, Inc. (Georgia) Financial ConglomeratesFinance FMB Bancshares, Inc. (Georgia) is a bank holding private company based in Lakeland, GA and has subsidiaries in the United States. The company's primary focus is on banking services. | Corporate Officer/Principal | - |
United Bank & Trust
 United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Portfolio Manager-Fixed Income | - |
Training of Charlie Waterhouse
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Finance |
The Huntington National Bank (Columbus, Ohio)
The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Finance |
FMB Bancshares, Inc. (Georgia)
FMB Bancshares, Inc. (Georgia) Financial ConglomeratesFinance FMB Bancshares, Inc. (Georgia) is a bank holding private company based in Lakeland, GA and has subsidiaries in the United States. The company's primary focus is on banking services. | Finance |
NBD Bank NA
NBD Bank NA Financial ConglomeratesFinance NBD Bank NA is a company based in Elkhart, IN. | Finance |
Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC Investment ManagersFinance Arbor Trust Wealth Advisors LLC (Arbor Trust) is an independent registered investment advisor and wealth management firm headquartered in Ann Arbor, Michigan. Founded in 2014, Arbor Trust offers advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, state-municipal entities, and businesses. | Finance |
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