Charles Nason, Cfp®, Cmt

Charles Nason, Cfp®, Cmt Email and Phone Number

Senior Vice President, Chief Investment Officer @ Bangor Wealth Management
Boston, MA, US
Charles Nason, Cfp®, Cmt's Location
Greater Boston, United States, United States
Charles Nason, Cfp®, Cmt's Contact Details

Charles Nason, Cfp®, Cmt work email

Charles Nason, Cfp®, Cmt personal email

n/a

Charles Nason, Cfp®, Cmt phone numbers

About Charles Nason, Cfp®, Cmt

Investment management professional that excels at building trusted client relationships; the consistent delivery of high quality, custom tailored wealth management strategies and advice; and producing strong long-term risk-adjusted investment returns.A US Army veteran, Certified Financial Planner®, and Chartered Market Technician with an MBA from the Wharton School of Business that is a proven business development and investment management leader.

Charles Nason, Cfp®, Cmt's Current Company Details
Bangor Wealth Management

Bangor Wealth Management

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Senior Vice President, Chief Investment Officer
Boston, MA, US
Charles Nason, Cfp®, Cmt Work Experience Details
  • Bangor Wealth Management
    Senior Vice President, Chief Investment Officer
    Bangor Wealth Management
    Boston, Ma, Us
    View
  • Bangor Savings Bank
    Senior Vice President, Director Of Portfolio Management
    Bangor Savings Bank Aug 2022 - Present
    Bangor, Maine, Us
    View
  • Clarfeld | Citizens Private Wealth
    Senior Vice President, Senior Portfolio Manager
    Clarfeld | Citizens Private Wealth 2017 - Jun 2022
    Providence, Ri, Us
    Led a team of portfolio managers, wealth advisors, and trust officers that provided comprehensive wealth management services to high-net-worth individuals, business owners, and institutions. Designed and managed customized multi-asset investment portfolios to maximize long-term risk-adjusted returns.
    View
  • Mayo Capital Partners
    Managing Director, Portfolio Manager
    Mayo Capital Partners 2012 - 2016
    Boston, Massachusetts, Us
    Multi-asset portfolio manager that produced strong long-term risk-adjusted investment returns for clients.
    View
  • Desiderata Research And Trading
    Founder
    Desiderata Research And Trading 2006 - 2011
    Independent proprietary trader.
  • Merrill Lynch
    Director, Fixed Income Sales
    Merrill Lynch 1996 - 2005
    New York, Ny, Us
    Multi-asset institutional salesman that combined a passion for global macro investment research with expertise in technical analysis to consistently help clients achieve their goals.
    View
  • Painewebber
    Vice President, Fixed Income Sales
    Painewebber 1993 - 1995
    Us
    View
  • Coopers & Lybrand
    Senior Associate, Cpa
    Coopers & Lybrand 1989 - 1991
    View
  • Us Army
    Captain, Tenth Mountain Division
    Us Army 1985 - 1989
    Arlington, Virginia, Us
    View

Charles Nason, Cfp®, Cmt Skills

Investments Equities Trading Fixed Income Portfolio Management Asset Management Securities Derivatives Options Hedge Funds Foreign Exchange Investment Management Alternative Investments Mutual Funds Financial Modeling Investment Strategies Risk Management Equity Research Valuation Technical Analysis Asset Allocation Global Macro Alpha Generation Asset Managment Bloomberg Portfolio Optimization Morningstar Persuasive Oral And Written Communication Capital Markets Financial Analysis Investment Strategy Qualitative And Quantitative Research Methodologies Leadership Business Development Macroeconomics Wealth Management Strategy Equity Derivatives Interest Rate Derivatives Fx Derivatives Bonds Management Quantitative Analytics Financial Markets Financial Services Sales Economics Research Microsoft Office Data Analysis

Charles Nason, Cfp®, Cmt Education Details

  • The Wharton School
    The Wharton School
    General
  • Norwich University
    Norwich University
    Accounting

Frequently Asked Questions about Charles Nason, Cfp®, Cmt

What company does Charles Nason, Cfp®, Cmt work for?

Charles Nason, Cfp®, Cmt works for Bangor Wealth Management

What is Charles Nason, Cfp®, Cmt's role at the current company?

Charles Nason, Cfp®, Cmt's current role is Senior Vice President, Chief Investment Officer.

What is Charles Nason, Cfp®, Cmt's email address?

Charles Nason, Cfp®, Cmt's email address is ch****@****eld.com

What is Charles Nason, Cfp®, Cmt's direct phone number?

Charles Nason, Cfp®, Cmt's direct phone number is +161789*****

What schools did Charles Nason, Cfp®, Cmt attend?

Charles Nason, Cfp®, Cmt attended The Wharton School, Norwich University.

What skills is Charles Nason, Cfp®, Cmt known for?

Charles Nason, Cfp®, Cmt has skills like Investments, Equities, Trading, Fixed Income, Portfolio Management, Asset Management, Securities, Derivatives, Options, Hedge Funds, Foreign Exchange, Investment Management.

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