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Charles Nakouzi
Founder & Chief Investment Officer @ Heritage Capital Wealth | CIO @ Verna Family Office
The person you want in the room when big decisions are being made.
With 18+ years in wealth management and a track record in private markets, asset allocation, and multi-generational planning, he’s helped families preserve their wealth and grow it with intention. At Heritage Capital Wealth, the firm he founded in Romania, and as CIO at Verna Family Office, Charles oversees more than half a billion dollars in global investments.
He’s a CFA, an MCSI, and has a background in biomedical engineering. What really sets him apart is how he makes complex things feel simple, and how deeply he cares about doing right by the people he works with.
