Chuck Battiato
BACKGROUND
Chuck joined the Firm in 1977, after having gained experience with another local CPA firm and the City of Cleveland's Office of Management and Budget.
RESPONSIBILITIES AT WDW
He was promoted to Partner in 1985 and has maintained a role in the Firm's development activities through his position as Technology Partner.
SPECIALTY AREAS
His specialties include the trucking industry, professional service organizations, federal government contract procurement, and non-profit organization accounting. Chuck's considerable depth of experience in corporate retirement plans enables him to identify tax and non-tax planning opportunities. He is a member of the Firm's Financial Planning Group.
PROFESSIONAL MEMBERSHIPS
COMMUNITY OUTREACH
Chuck lends his financial advice to community organizations and devotes his time to numerous area civic and charitable organizations. He is a member of the Executive Committee of Lakewood Catholic Academy and a member of the Catawba Island Club.
BEHIND THE CREDENTIALS
Why do you do what you do? The reason I have done this for the last 33 years is because of the satisfaction I get from helping others and watching them grow. My client’s success is my success.
What did you learn during your first year on the job that you still use today? Don’t ever ask a question without first determining my own answer.
What is one character trait you highly value? Honesty and integrity start it all; without those nothing else matters.
How do you spend April 16th? Usually travelling to anywhere but Ohio.
What is the best play you’ve seen? Phantom of the Opera is my favorite. I have seen it in London, Toronto, and Cleveland.
What one thing would most people find surprising about you? I met my wife of 33 years when Sue was 15 and I was 17.
If you could have lunch with anyone, living or dead, whom would it be? John F. Kennedy…without question. I have always been fascinated with his life (and death).
Have you ever played a musical instrument? I took piano lessons for five years. As soon as I was "allowed" to quit, I never touched it again.
