Vice President, Portfolio Manager
Charlie serves as a member of the firm’s senior investment committee and joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. An engineer by training, Charlie has more than a decade of investment experience. 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. In 2019, Charlie was honored in Boston magazine as a Five Star Wealth Manager. He earned his Chartered Financial Analyst (CFA) designation in 2008 and his CERTIFIED FINANCIAL PLANNER™ certification in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.