As a Senior Portfolio Manager and Vice President with Enterprise Wealth Management, Charles works with clients to craft and implement portfolio strategies that can help them grow their wealth and achieve their financial goals. In times of market volatility, he helps clients find reassurance in their plans by demonstrating how sticking to their strategies is key to long-term success—including during short-term market movements. Within his community, Charles enjoys working with foundations and non-profits to help them meet their charitable giving requirements.
Charles has more than 15 years of professional experience, primarily in the investment field, having worked at Brown Brothers Harriman, The Street Ratings, U.S. Trust, Bank of America Private Bank (both in the HNW and Institutional/Philanthropic areas), and FoxHollow Investments prior to joining Enterprise. He received his bachelor’s degree as a dual major in Finance and Marketing at the Carroll School of Management at Boston College and earned his master’s degree in Investment Management from the Bayes Business School in London, U.K.
Charles lives in Concord, MA with his wife and two children.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Charles volunteers with Cradles to Crayons, an organization that works to provide kids with the essentials they need at no cost to them. He participates in annual coat drives and back-to-school drives, among other events and projects throughout the year.
Serving all the communities where we do business.