Experience 20 Years
Charlie is member of GW&K’s national accounts team responsible for relationship management. He has extensive experience cultivating trusted partnerships and relationships with both advisors and clients across various business channels.
Prior to joining GW&K, Charlie was a national accounts intermediary specialist at Robert W. Baird responsible for developing relationships across business channels. Previously Charlie worked for Eaton Vance as an advisory services group regional consultant covering RIAs, bank trust and family offices in the Midwest. Charlie also spent a number of years in an internal wholesaler/team leader role at Eaton Vance uncovering opportunities in his designated territory as well as supervising and managing an internal wholesaler team covering multiple territories.
Charlie received a BA from The Ohio University and holds the Series 6, 7, 63, and 65 Licenses with FINRA.
I take a lot of pride in my volunteer and philanthropy work. I am actively involved with the Wounded Warrior Project. I have also enjoyed planning and hosting fundraising events for ALS research and the Mass General Heart Center.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article