Senior Managing Director

Charlie brings more than 15 years of broad investment experience as an advisor to families, business owners, non-profits and institutions. Most recently, he was a Senior Vice President and Client Advisor at Rockefeller & Company in Boston. Previously, Charlie was a Senior Managing Director for Windhaven Investment Management, Inc. As a Principal at Windhaven’s predecessor company, Windward Investment Management, Charlie served on the investment committee, in addition to working with institutional and family clients. Charlie spent the first twelve years of his career in the oceanographic technology industry including assignments with EG&G and Battelle.

He has a Bachelor of Science degree in Engineering from Northeastern University and a Master of Business Administration from Babson College - Franklin W. Olin Graduate School of Business. He is the past chair of the Board of Trustees for Thompson Island Outward Bound and currently serves as an overseer for the New England Aquarium and Trustee for Sea Education Association based in Woods Hole, MA. Charlie is a life-long sailor and enjoys skiing, running, rowing and biking. He and his wife have three adult children and live in Boston. Charlie can be reached at