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The CSI Team

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Charles A. Banks


Wealth Management

Charles A. Banks, former President, is a graduate of The University of Georgia (B.A. History). Mr. Banks is a member of the CSI Capital Advisory Board. He joined CSI in 1992 and was instrumental in the development and oversight of CSI’s private equity investments, including the Terroir Hotel & Resort Fund. Prior to joining CSI, Mr. Banks worked in the financial services industry specializing in planning for high net-worth individuals.

 
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This year, Barron's once again ranked CSI among the country's top independent financial advisers.

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