Tammy Brown

Client Services Team
Tammy Brown
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602-279-2020

As part of the Client Services Team, Tammy handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Tammy is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.

Tammy has experience in executive administration, project management, client servicing and compliance. Prior to joining our firm, she held a management position at one of the largest privately held outsourcing providers of call center management in North America. She had oversight of employees, client servicing, project initiatives, problem solving, and worked closely with C-Level Executives.

Primary Duties at One Charles Private Wealth

  • Acts as a key point of contact for client service needs
  • Acts as a client liaison to our third-party vendors and custodial relationships
  • Assists in scheduling portfolio reviews and wealth management meetings