Newburyport, Massachusetts Office
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Chuck guides clients on their financial journeys and enjoys the energy and depth of knowledge of his peers at EP Wealth Advisors, while incorporating the wide range of services available for his clients.
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Prior to joining EP Wealth in 2023, Chuck had 16 years of experience providing wealth management services. Chuck held a leadership role as Managing Partner at Resolute Financial LLC., which he founded with fellow Newburyport resident Tom Dwyer. Prior to that, he held management positions at Texas Instruments, and as Chief Financial Officer of a tech company.
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Chuck has a B.S. in Mechanical Engineering from Worcester Polytechnic Institute and an MBA from Cornell University. He earned the CERTIFIED FINANCIAL PLANNER™ designation from the CFP board.
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His volunteer activities have included being past President of the Newburyport Education - Business Coalition, and as Cornell Alumni Admissions Ambassador. Chuck’s personal life is spent with his wife and three adult children, along with pursuing interests in golf, kayaking, fishing, and playing guitar.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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