AeroLeads people directory · profile
Charles Nason, Cfp®, Cmt Email & Phone Number
Senior Vice President, Chief Investment Officer
at
Bangor Wealth Management
1 work email found
@clarfeld.com
1 phone found area 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Chief Investment Officer
Location
Greater Boston, United States
Who is Charles Nason, Cfp®, Cmt? Overview
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Quick answer
Charles Nason, Cfp®, Cmt is listed as Senior Vice President, Chief Investment Officer at Bangor Wealth Management, based in Greater Boston, United States. AeroLeads shows a work email signal at clarfeld.com, phone signal with area code 617, and a matched LinkedIn profile for Charles Nason, Cfp®, Cmt.
Charles Nason, Cfp®, Cmt previously worked as Senior Vice President, Director of Portfolio Management at Bangor Savings Bank and Senior Vice President, Senior Portfolio Manager at Clarfeld | Citizens Private Wealth. Charles Nason, Cfp®, Cmt holds Master Of Business Administration (Mba), Finance, Business Administration And Management, General from The Wharton School.
Company email context
Email format at Bangor Wealth Management
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{first}@clarfeld.com
86% confidence
AeroLeads found 1 current-domain work email signal for Charles Nason, Cfp®, Cmt. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Equities, Trading, Fixed Income, and 46 others.
Current workplace
Charles Nason, Cfp®, Cmt's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 42 years
Charles Nason, Cfp®, Cmt work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Director Of Portfolio Management
Current
Aug 2022 - Present
Senior Vice President, Senior Portfolio Manager
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.
2017 - Jun 2022
Managing Director, Portfolio Manager
Multi-asset portfolio manager that produced strong long-term risk-adjusted investment returns for clients.
2012 - 2016
~4 yrs
Founder
Desiderata Research And Trading
Independent proprietary trader.
2006 - 2011
~5 yrs
Director, Fixed Income Sales
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.
1996 - 2005
~9 yrs
Vice President, Fixed Income Sales
1993 - 1995
~2 yrs
Senior Associate, Cpa
1989 - 1991
~2 yrs
Captain, Tenth Mountain Division
1985 - 1989
~4 yrs
2 education records
Charles Nason, Cfp®, Cmt education
Master Of Business Administration (Mba), Finance, Business Administration And Management, General
The Wharton School
Bachelor Of Business Administration (Bba), Accounting
Norwich University
FAQ
Frequently asked questions about Charles Nason, Cfp®, Cmt
Quick answers generated from the profile data available on this page.
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 Bangor Wealth Management?
Charles Nason, Cfp®, Cmt is listed as Senior Vice President, Chief Investment Officer at Bangor Wealth Management.
What is Charles Nason, Cfp®, Cmt's email address?
AeroLeads has found 1 work email signal at @clarfeld.com for Charles Nason, Cfp®, Cmt at Bangor Wealth Management.
What is Charles Nason, Cfp®, Cmt's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Charles Nason, Cfp®, Cmt at Bangor Wealth Management.
Where is Charles Nason, Cfp®, Cmt based?
Charles Nason, Cfp®, Cmt is based in Greater Boston, United States while working with Bangor Wealth Management.
What companies has Charles Nason, Cfp®, Cmt worked for?
Charles Nason, Cfp®, Cmt has worked for Bangor Wealth Management, Bangor Savings Bank, Clarfeld | Citizens Private Wealth, Mayo Capital Partners, and Desiderata Research And Trading.
How can I contact Charles Nason, Cfp®, Cmt?
You can use AeroLeads to view verified contact signals for Charles Nason, Cfp®, Cmt at Bangor Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Charles Nason, Cfp®, Cmt attend?
Charles Nason, Cfp®, Cmt holds Master Of Business Administration (Mba), Finance, Business Administration And Management, General from The Wharton School.
What skills is Charles Nason, Cfp®, Cmt known for?
Charles Nason, Cfp®, Cmt is listed with skills including Investments, Equities, Trading, Fixed Income, Portfolio Management, Asset Management, Securities, and Derivatives.
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