Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Chief Investment Officer at Charter Trust Company
Industry
Finance / Banking / Insurance
Website
http://www.chartertrust.comAbout
I lead a team of investment professionals in a private wealth management firm. We do everything from investments to taxes to trusts and wills to evaluating investment bankers and consulting on M&A transactions. We have products across the spectrum ranging from those for young people (20m+) to full Family Office solutions (20mm+).
Specialties: Developed market equity and fixed income investments, alternative asset class manager evaluation.
Contact Details