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Charles Bartlett, MBA - Advisor and Coach

Charles Bartlett, B.A., MBA, MACC (in progress)
Peer Coach and Speaker

Charlie is one of the amazing success stories we have had at The Legacy Forum.  Charlie is the grandson of Charles Bartlett Johnson, founder of Franklin Templeton Resources and majority owner of the San Francisco Giants baseball team.   

Charlie became a client back in 2015 when his family asked if we could work with him.  He was struggling with life in every way.  Facing another wall after leaving Southern Methodist University and then about to walk away from the University of Vermont, he knew he needed help.

Over the next year of intense work, Charlie's life turned around.  The team at The Legacy Forum helped Charlie discover his immense talents and also what mattered to him in life. 

He enrolled in Stetson University and his GPA moved from a 1.6 to his graduation GPA of 3.4 in 2018 with a degree in business and sports management.  Charlie graduated with an MBA with a 3.7 GPA from Stetson University in December of 2021

In 2022 Charlie decided to continue his education by enrolling in a Masters Degree in Clinical Mental Health Counseling.  Charlie has always been interested in helping young adults, athletes, those struggling with substance abuse issues and those looking to launch.

The change took time and has resulted in Charlie now seeking to help others as a Peer Coach and speaker.  Charlie will also be an Advisor and program director in our Legacy Quest program.

Charlie will be speaking about his experiences, how to discover your own voice, participating in panel discussions with the Legacy Forum team and consulting with us on legacy issues with HNW families.

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