Charles helps individuals and families with all aspects of managing their wealth, advising them on options to help achieve their financial goals and support their philanthropic efforts. He has worked with many of his clients for over 30 years and enjoys the long-term relationships he has built, particularly those that include multiple generations. Charles is a member of the firm’s Trust Committee.
Charles joined Fiduciary Trust in 1981 after five years of practicing law in Boston and London.
Miss Hall’s School – Board member, Development Committee Chair
Boston Episcopal Charitable Society – Treasurer, Investment Committee Chair
American Friends of Sherborne – Treasurer
Alliance for Children Foundation – Treasurer
The British Society – President
University of Exeter U.S. Foundation – Board member
Perkins School for the Blind – Honorary Trustee
When not working, Charles enjoys playing tennis and sailing on Buzzard’s Bay. He and his wife live in Mattapoisett, MA and have two grown children.