As the Chief Operating Officer and Director of Client Service, Charlie is responsible for day-to-day operations and executing the firm’s strategy. He oversees the client service associates, who provide support to Boston Financial Management’s portfolio managers and direct support to clients. As Chief Compliance Officer, Charlie administers the compliance program and keeps the firm informed of all pertinent regulatory matters.
Charlie joined Boston Financial Management in 2014 after seven years at State Street Bank and Trust, where he held various positions, most recently as the Assistant Vice President in their wealth manager services division.
Charlie is a graduate of Saint Michael’s College with a Bachelor of Science in Business Administration and received his Master’s degree in Business Administration and a Master’s of Science degree in Finance from Boston College’s Carroll School of Management.
Industry Accreditation & Affiliations
Investment Advisor Association – member
Advent User’s Group – member