Charlie is portfolio manager for Adviser Investments’ dividendA cash payment to investors who own stock in the company. 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 stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company. 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® 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).
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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