• Charles Roark

    Sr. Client Service Associate

At Old York Advisors, Chas contributes over 15 years of experience in the financial industry.  He brings to his work specific experience and knowledge in Mutual Funds and Individual Retirement Accounts (IRA).  He is committed to providing quality service to our clients by facilitating the daily maintenance needs of client accounts with special attention to client support.

Chas began his career in 2000 with Raymond James, working in the Mutual Fund department and then later transferred to the IRA department at the Corporate Headquarters in St. Petersburg, FL.  A native of Philadelphia, Chas joined Old York Advisors of Raymond James in 2014.  He holds an Associates Degree in Accounting from Pierce College.

Chas participates in the Leukemia and Lymphoma Society at its annual charity walk in Philadelphia to support a family member touched by Leukemia.  He contributes to the Salvation Army through the United Way of Southeastern PA, a charity which Raymond James also supports.

Chas resides in Philadelphia, Pennsylvania.  In his spare time Chas enjoys hiking, cooking, traveling and live music.