Charles C. Fawcett IV, president of private banking at TriState Capital, is responsible for managing a division including deposits and more than $500 million in loans. Applying two decades of experiences as a financial executive, Charles C. Fawcett IV works to build relationships with the midsize businesses, wealthy individuals, and wealth managers who comprise his client base.
As a financial expert, Charles C. Fawcett has authored several white papers, including one titled “New Trends, New Models in Banking: What It All Means for Leading Entrepreneurs and Private Families.” The paper includes tips for selecting an appropriate banking institution to suit a client’s needs, highlighting the virtues of midsize banks that strive to offer personalized service. When evaluating a bank, gauge how much it relies on technology versus the level of personal service it offers. Often, overuse of technology can be disadvantageous, especially if clients need personal attention from a financial expert in order to meet their banking goals. Also, consider the size of the bank. Privacy and security risks may naturally be greater at larger institutions, where more people potentially have access to sensitive data. Niche banking firms may have the capacity to protect client confidentiality while also offering personalized service.
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AuthorFor more than two decades, business expert Charles C. Fawcett IV has enjoyed an outstanding level of success in finance, sales, and product development. Archives
February 2018
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