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Charlotte Sohlin
Charlotte Sohlin

Charlotte Sohlin

Operations & Compliance Manager

Charlotte Sohlin Profile

Born and raised in Sweden, Charlotte moved to the U.S. to pursue international studies and began a career in wealth management. With over 30 years of experience in operations and client services within the wealth management industry, she brings a unique skill set to Bristlecone, enhancing the client experience from both operational and compliance perspectives.

At Bristlecone, Charlotte is committed to optimizing client operational structures and workflows while maintaining high standards in ethics, regulatory compliance, and policies. 

Outside of work, Charlotte enjoys cooking unique and new recipes and spending time with her husband, 2 dogs and large blended family.