• Hometown

    Atlanta, GA

  • Colleges

    Princeton University

  • Certifications

    CFA, CFP®

  • Office Location


Charlotte Vidal, CFA, CFP®

Senior Associate

Charlotte joined Homrich Berg in 2022 after working at Goldman Sachs in New York for seven years.  In previous roles, she worked on Goldman’s Corporate Derivatives team, advising multinational corporations and private equity firms on their foreign exchange risks and hedging strategies.  In 2017, she moved to the FX Options Trading desk where she traded G10 currency options, managing various portfolio risks and market making for hedge funds, institutions, and corporate clients.  She attended Princeton University and graduated in 2015 with a degree in Operations Research and Financial Engineering (ORFE). Charlotte earned her CFA charter in 2021 and is a member of the CFA Institute and the CFA Society of Atlanta.  In 2022, she acquired her CERTIFIED FINANCIAL PLANNER mark in order to assist clients with the entirety of their financial planning.

An Atlanta native who attended the Lovett School, she is thrilled to be back in her hometown and excited to help serve the clients of the firm.  Charlotte lives in Old Fourth Ward on the beltline with her husband, Charlie.  In her spare time, she enjoys hiking, yoga, and exploring new Atlanta restaurants.