Charlie Toole | Boston, MA Financial Advisor | Adviser Investments

Charlie Toole

Vice President, Portfolio Manager

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 four-time recipient of Boston magazine’s Five Star Wealth Manager award. He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011. He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).

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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

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