SVP, Portfolio Management Team Lead
999 Elm Street, Manchester, NH
Charlie is responsible for designing and managing investment portfolios for high-net-worth individuals, institutions, nonprofit organizations, and trusts. He has over 25 years of comprehensive multi-asset investment management experience. Before joining Bangor Wealth Management of New Hampshire in 2022, he was a Senior Vice President and Investment Manager at Clarfeld | Citizens Private Wealth. 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 salesman 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 earned his Bachelor of Science in Accounting from Norwich University and an MBA from the Wharton School of the University of Pennsylvania. He is a member of the American Institute of Certified Public Accountants, the CFP Board of Standards, and the Chartered Market Technicians Association.
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Chartered Market Technician (CMT)
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.