Profile
Charlotte Vidal, CFA, CFP® - HB Wealth is a Wealth Advisor with HB Wealth Family Office. She works with ultra-high-net-worth families to navigate every aspect of their financial lives. With a goal of making complex decisions more manageable and meaningful, she provides comprehensive, integrated advice across investments, estate planning, tax strategy, and charitable gifting. She is dedicated to helping families preserve and grow their wealth with a focus on guiding the next generation in building financial literacy, investment knowledge, and a strong foundation for the future.
Before joining HB Wealth, Vidal spent seven years at Goldman Sachs in New York, where she advised multinational corporations and private equity firms on foreign exchange risk and hedging strategies as part of the firm’s Corporate Derivatives team. In 2017, she transitioned to the FX Options trading desk, where she traded G10 currency options, managed portfolio risks, and served as a market maker for hedge funds, institutional clients, and corporate clients.
Vidal holds a degree in Operations Research and Financial Engineering (ORFE) from Princeton University, where she graduated in 2015. She earned her CFA charter in 2021 and is an active member of both the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER® certification.
A proud Atlanta native and alumna of the Lovett School, Vidal is delighted to serve clients in her hometown and beyond. She resides near Chastain Park with her husband, Charlie, and their two children. Outside of work, she enjoys golf, tennis, and exploring Atlanta’s vibrant restaurant scene.
3550 Lenox Road, NE, Suite 2700, Atlanta, GA 30326
404 264 1400
charlotte.vidal@hbwealth.com
linkedin.com/in/charlotte-muller-vidal-cfa-cfp®-929ab240
hbwealth.com
Charlotte Vidal, CFA, CFP®
Wealth Advisor
HB Wealth
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Bio
Milestones
2015
2017–2022
2022–present
2024
2025
Started career with Goldman Sachs’ Corporate Derivatives team in New York, working with multinational corporations to help hedge their foreign exchange risks
2015
Transitioned to the FX Options trading desk, where responsibilities expanded to trading G10 currency options, actively managing portfolio risk, and acting as a market maker for hedge funds, institutional investors, and corporate clients
2017–2022
Joined HB Wealth as a Senior Associate and rapidly advanced to Wealth Advisor with HB Wealth Family Office, advising ultra-high-net-worth families on complex wealth structuring, investment, and multi-generational financial decisions
2022–present
InvestmentNews’ RIA Team of the Year
2024
Forbes’ Top 250 RIA Firms
2025
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.