Chuck partners with clients to develop and oversee their financial plans; he also analyzes mutual funds for the firm. Previously he was with Fidelity Investments. He earned a BA in economics from the University of Massachusetts at Amherst and an MBA from Suffolk University’s Sawyer School of Business. He holds his FINRA Series 66 securities license, as well as his Certified Fund Specialist (CFS) designation.

chuck@bfpartners.com
781.400.2813