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 is a member of the 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.