Abby Charm

Abby Charm, Operations Associate, joined Mason through its internship program and turned that first hands-on experience into a full-time career in wealth management operations. She joined the firm full-time in 2022.

Abby began her studies in psychology at King Abdulaziz University in Saudi Arabia, then earned an Associate degree in General Studies from Northern Virginia Community College, where her interest in accounting and tax took hold. When George Mason University introduced a major in Financial Planning and Wealth Management, she recognized it as the right fit and went on to earn her Bachelor of Business Administration in that field. An internship with Mason before graduation gave her a close look at how the work gets done every day, and she accepted a full-time role in Operations when it concluded.

At Mason, Abby has built working knowledge of portfolio management, retirement planning, and how investment accounts are established and maintained, supporting community foundations, private clients, and more. Her focus is resolving complex client issues with professionalism and care, so clients can count on things being handled right. Outside of work, she is a music lover and plays in a band.