Vice President, Sales & Investments
Charles has 22 years of experience in the financial services industry and joined Essex Financial Services in March 2009. Prior to joining the firm, Charles spent 13 years at Fidelity Investments in a variety of roles. Most recently he was the Branch Manager of the West Hartford, CT Investor Center. Charles was awarded Fidelity’s highest honor, being named to the Presidents Circle in 1997, 1998, 2000, 2001 and 2008.
His responsibilities at the firm include the review, selection and delivery of the best investment vehicles for our clients. He is also responsible for the recruitment of new Financial Advisors to the firm and supervises the existing Financial Advisors. Charles works very closely with John Rafal in the operations of the company and long term planning for the firm’s future business model and growth. Charles’ other responsibilities include working closely with various business partners to ensure the firm stays ahead of industry trends and economic changes that could affect Essex Financial Services clients.
Charles holds the Series 7, 9, 10, 24, 63 and 65 securities licenses as well as the State of Connecticut Life Insurance and Variable Contracts Licenses.
Charles received his Bachelor of Science degree in Business Economics from Bentley College in 1989.
He resides in Durham, CT with his wife and two children.
