Charles M. Toole, CFA, CFP®

Vice President – Portfolio Manager

As Vice President, Charlie takes on the roles of both Analyst and Portfolio Manager for Braver Wealth Management. In his role he manages Asset Allocation and Dividend Income portfolios, collaborating with the investment team to develop the smart investment strategies.

Charlie also takes on responsibility for monitoring the fundamentals of portfolio holdings.  He conducts financial analysis and research on global markets, industry trends, and securities held or considered for Braver’s portfolios.

Prior to joining Braver, Charlie was a Mechanical Engineer at Boston Engineering, consulting with local technology and manufacturing firms and held several positions at Parametric Technology Corporation early in his career.

Charlie is a graduate of Worcester Polytechnic Institute with a B.S. in Mechanical Engineering and holds a Masters degree in Mechanical Engineering from Northeastern University. He is a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ professional and a member of both The CFA Institute and The Boston Securities Analyst Society.

Charlie and his wife Heather reside in Westwood, MA with their two children.  He’s a hands-on dad, coaching his children’s youth sports leagues and spending time with them outside whenever possible, whether it’s having fun at the beach or skiing all winter long.

  “There’s nothing more satisfying than working with smart people and great clients.  I believe we’ve achieved our success because all of us on our team work with one goal in mind: taking care of our clients, big picture and small.”

Contact

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