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Charles Walsh

Managing Director @Pathstone

Boston, MA, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Managing Director @Pathstone

24 Federal Street, MA

Effective January 1, 2016, Pathstone Family Office and Federal Street Advisors have joined forces to create Pathstone Federal Street, an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal manager research and due diligence process, and leadership in sustainable and impact investing.

EDUCATION

N/A

Georgetown University

Master of Arts (MA)

N/A

Villanova University

Bachelor of Arts (B.A.)

SKILLS

Financial PlanningInvestment AdvisoryInvestment StrategiesAlternative InvestmentsWealth Management ServicesPortfolio ManagementEstate PlanningHigh Net Worth IndividualsHedge FundsRetirement PlanningPrivate BankingWealthAsset ManagementStrategic Financial PlanningTrustsFamily OfficeInvestment ManagementAsset AllocationMutual FundsInvestmentsFinancial PlannersFixed IncomeWealth ManagementFinancial AdvisoryEquities

ABOUT CHARLES WALSH

Managing Director at Pathstone Federal Street

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