Charles is a client service manager for private wealth and institutional clients. He works closely with clients, their portfolio managers, and third-party advisors, such as accountants and estate attorneys, to ensure requests are addressed thoroughly and efficiently. He also contributes to strategic initiatives and is a member of the firm’s Respect, Equity, Accountability, Diversity, and Inclusion (READI) Committee.
Charles began his career in 2008 at Brown Brothers Harriman and joined Boston Trust Walden in 2009. He earned a BA in Finance and Economics from Bryant University.