Charlie Toole
Membre du Comité d'Investissement chez RWA Wealth Partners LLC
Profil
Mr. Charles M.
Toole, CFA, is a Director of Portfolio Management at RWA Wealth Partners LLC.
He is portfolio manager for Adviser Investments’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee.
He joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management.
He has over a decade of investment experience and his commentary on the economy, markets and dividend stocks
Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp.
as a consultant to technology and manufacturing firms.
He holds a B.S.
in mechanical engineering from Worcester Polytechnic Institute and an M.S.
in mechanical engineering from Northeastern University.
He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011.
He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).
Postes actifs de Charlie Toole
| Sociétés | Poste | Début |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Membre du Comité d'Investissement | 01/02/2017 |
Anciens postes connus de Charlie Toole
| Sociétés | Poste | Fin |
|---|---|---|
Braver Wealth Management LLC
 Braver Wealth Management LLC Investment ManagersFinance Founded in 1988, Braver Wealth Management LLC is a registered investment advisor headquartered in Needham, Massachusetts. The firm was formerly known as Tandem Financial Services, Inc. They provide investment services to: individuals; pension and profit sharing plans; trusts, estates and charitable organizations; corporations and other business entities; joint ownerships and partnerships; institutions; other investment advisors; and third party asset management platforms. | Analyst-Equity | 01/02/2017 |
| PTC INC. | Corporate Officer/Principal | - |
Formation de Charlie Toole
| Northeastern University | Graduate Degree |
| Worcester Polytechnic Institute | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| PTC INC. | Technology Services |
| Entreprise privées | 2 |
|---|---|
Braver Wealth Management LLC
Braver Wealth Management LLC Investment ManagersFinance Founded in 1988, Braver Wealth Management LLC is a registered investment advisor headquartered in Needham, Massachusetts. The firm was formerly known as Tandem Financial Services, Inc. They provide investment services to: individuals; pension and profit sharing plans; trusts, estates and charitable organizations; corporations and other business entities; joint ownerships and partnerships; institutions; other investment advisors; and third party asset management platforms. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |