![Charles S. Willauer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles S. Willauer
Directeur/Membre du Conseil chez
Thompson Island Outward Bound Education Center, Inc.
Profil
Mr. Charles S.
Willauer is a Senior Portfolio Manager at Bradley, Foster & Sargent, Inc. He is on the Board of Directors at Thompson Island Outward Bound Education Center, Inc. He is also a member of the investment committee.
His primary responsibility is working with clients to help them achieve their investment goals through wealth planning and investment management.
Previously, he was a Senior Managing Director at Clearstead Trust, where he worked with high-net-worth individuals and families in a boutique family office.
Earlier, he held senior roles at RINET Company, Wellesley Investment Partners, and Rockefeller & Co., where he focused on investment strategy, client advisory, and business development across private client and institutional markets.
Mr. Willauer spent ten years at Windward Investment Management and successor firm, Windhaven Investment Management as part of the leadership team growing the firm into a national competitor.
He received his undergraduate degree from Northeastern University and an MBA from Babson College.
Postes actifs de Charles S. Willauer
| Sociétés | Poste | Début |
|---|---|---|
Thompson Island Outward Bound Education Center, Inc.
 Thompson Island Outward Bound Education Center, Inc. Miscellaneous Commercial ServicesCommercial Services Operates organization for empowering students and providing educational training services | Directeur/Membre du Conseil | - |
Bradley, Foster & Sargent, Inc.
 Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Membre du Comité d'Investissement | 01/08/2025 |
Anciens postes connus de Charles S. Willauer
| Sociétés | Poste | Fin |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | 31/07/2014 |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Gestionnaire de Portefeuille-Actions | 09/11/2010 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
EG&G, Inc. /Technical Services Business/
 EG&G, Inc. /Technical Services Business/ Engineering & ConstructionIndustrial Services Provides technical support and engineering services | Corporate Officer/Principal | - |
Formation de Charles S. Willauer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
EG&G, Inc. /Technical Services Business/
EG&G, Inc. /Technical Services Business/ Engineering & ConstructionIndustrial Services Provides technical support and engineering services | Industrial Services |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thompson Island Outward Bound Education Center, Inc.
Thompson Island Outward Bound Education Center, Inc. Miscellaneous Commercial ServicesCommercial Services Operates organization for empowering students and providing educational training services | Commercial Services |
