Focus Areas

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 chairs the firm’s Trust Committee and serves as a Director of Client Services.

Experience

Charles joined Fiduciary Trust in 1981 after five years of practicing law in Boston and London.

Community Involvement

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 US Foundation – Board member
Perkins School for the Blind – Honorary Trustee

Personal

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.