Meet The Team
Charles Goldblum, CFA, CFP®
Founder & Financial Strategist
Chuck advises individuals, business owners, and business sellers on tax planning, estate planning, budgeting, investing, and private company stock. As a planner and investor, he helps clients maximize outcomes and plan for the future they desire.
At the time of founding Hurley Capital in 2003, Chuck worked as an adviser to Emancipation Capital, a value-oriented hedge fund. Previously, Chuck researched enterprise software companies as an Equity Analyst at SG Cowen Securities, CIBC World Markets, and First Union Securities. Prior to that, Chuck was a metals trader for Trafigura AG, and Glencore AG in New York, Moscow, and Switzerland. Out of the office, Chuck enjoys exploring NYC with his wife and three girls as well as running and skiing.
A.J. Shoemaker, CFP®
Financial Advisor & Operations
Andrew (A.J.) Shoemaker has been in the financial services industry since 2015. He utilizes a holistic planning process to implement sophisticated techniques surrounding liquidity event planning, business sales, tax minimization and succession planning issues. In addition to being a Financial Advisor, A.J. is responsible for trade execution as well as day to day operations of the firm. A.J. is a Los Angeles native now residing in New York City. He is a graduate of Fordham University’s Gabelli School of Business where he received his B.S. in Finance with a concentration in Alternative Investments. A.J. enjoys rugby, spending time at The New York Athletic Club, the arts, and supporting The Boy Scouts of America (Eagle Scout 2012).
Ben Tal
Director of Operations & Client Services
Ben has been working in the financial industry since 2016. He ensures that clients receive the level of service and respect they deserve and that the office runs smoothly. He has prior work experience as an Associate at Wells Fargo, assisting private mortgage banking clients. Ben received a Bachelor’s in Business Administration from Queens College and enjoys cycling, martial arts, and music.
