Charles Nason

Charlie serves as the Bangor Wealth Management Chief Investment Officer where he leads a team of ten investment professionals who manage multiple billions of dollars in client assets for individuals, families, and institutions across Northern New England.

He is responsible for the overall investment strategy, asset allocation framework, portfolio management, and research functions ensuring disciplined, thoughtfully constructed portfolios designed to meet our client’s long-term goals. He has over 25 years of comprehensive multi-asset investment management and wealth management experience.

Before joining Bangor Wealth Management, Charlie was a Senior Vice President, Market Leader and Investment Manager at Citizens Bank Private Wealth in Manchester, NH. He also has significant career experience as a portfolio manager and wealth advisor at Mayo Investment Advisers, LLC in Boston; a wealth management spinoff of Grantham, Mayo, and Van Otterloo (GMO). Charlie began his financial services career as an institutional fixed income and currency salesperson with Merrill Lynch in New York City and Boston. Additionally, Charlie is a United States Veteran, having served with the 10th Mountain Division as a Captain in the US Army Finance Corps. Charlie is a member of the American Institute of Certified Public Accountants, the CFP Board of Standards, and the Chartered Market Technicians Association.

Charlie earned his B.S. in Accounting from Norwich University and an MBA from the Wharton School of the University of Pennsylvania.