As Chief Investment Strategist, Charlie is responsible for the development and implementation of our strategic stock management approach and economic outlook. He is an analyst for financial service and commodity stocks.
Charlie joined Boston Financial Management in 2003, after having spent much of his career in investment counseling positions ranging from Analyst, Director of Research, and Company President. He also had a lengthy experience on Wall Street, during which he served as a Director of Investment Strategy.
Charlie is a graduate of Northeastern University.
Industry Accreditation & Affiliations
Boston Economic Club – Member