Charlie is portfolio manager for Adviser Investments’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee. He joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. An engineer by training, Charlie has more than a decade of investment experience and his commentary on the economy, markets and dividend stocks has appeared in Barron’s, Forbes and Investor’s Business Daily. Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp. as a consultant to technology and manufacturing firms. He holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.S. in mechanical engineering from Northeastern University. Charlie is a five-time recipient of Boston magazine’s Five Star Wealth Manager award. He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011. He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).
Five Star Wealth Manager (2019, 2020, 2021, 2022, 2023)
CFA, CFP®
Save and invest as much as you can as early as you can.
85 Wells Avenue, Suite 109Newton, MA 02494
* All times are EDT
Security Analysis Portfolio Construction Risk Management Retirement Planning Cash Flow Planning Social Security Analysis Data Analysis and Statistics Environmental, Social, Governance
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC