SVP, Portfolio Management Team Lead
Based out of Manchester, Charlie brings over 25 years of multi-asset investment management expertise to Bangor Wealth Management of New Hampshire. Joining the team in 2022, he specializes in designing and managing investment portfolios for high-net-worth individuals, institutions, nonprofits, and trusts.
Before Bangor Wealth Management, Charlie served as Senior Vice President and Investment Manager at Clarfeld | Citizens Private Wealth. His career also includes roles as Portfolio Manager and Wealth Advisor at Mayo Investment Advisers, LLC, a wealth management spinoff of Grantham, Mayo, and Van Otterloo (GMO). Charlie began his financial services journey as an institutional fixed income and currency salesman with Merrill Lynch in New York and Boston.
A United States Army veteran, Charlie served as a Captain in the 10th Mountain Division’s Finance Corps. He holds a Bachelor of Science in Accounting from Norwich University and an MBA from the Wharton School of the University of Pennsylvania. Charlie is a member of the American Institute of Certified Public Accountants, the CFP Board of Standards, and the Chartered Market Technicians Association.
For clients seeking a seasoned investment professional, Charlie offers tailored strategies and trusted guidance to help achieve their financial goals.
Certifications/Accreditations
Certified Financial Planner (CFP®)
Chartered Market Technician (CMT)
States Serviced
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.