Douglas Charney has established a career that reflects a disciplined, strategic mindset shaped by his experience in active-duty military service, the National Guard, and financial leadership. Having served in the US Army on active duty and in the Army Reserves, Douglas Charney gained leadership skills that guided his success in wealth management.

His military journey began with early logistics and operations support roles before advancing to platoon leader and executive officer in the 504th Maintenance Company. His expertise expanded through roles with the 28th Infantry Division and the 213th Area Support Group, where Douglas Charney gained experience in logistics coordination and supply chain management. Completing training at the Command General Staff College and participating in the SDME War Games at the US Army War College strengthened his strategic abilities, particularly in cybersecurity and national security research.

After concluding his active military service, Mr. Charney pursued a financial career at Dean Witter Reynolds, ranking among the top five in his class. He progressed to associate vice president before managing a 20-person Wheat First Butcher Singer team. As president of Charney Investment Group, he earned industry recognition, including Chairman’s Club membership and Prospera’s Director’s Circle.

In addition to his financial leadership, Mr. Charney dedicates time to mentorship and professional development. He serves on the Penn State Harrisburg Board of Advisors and chairs the School of Business Advisory Board. His commitment to ongoing learning includes participation in NASDAQ Dorsey Wright conferences and advanced investment management programs.