Charles S Willauer is a high-skilled professional, working in Wellesley Investment Partners main office of which is in 629. on the position of Senior Managing Director from 2016. Charles S Willauer gained professional experience in more than 12 positions at different companies. Charles S Willauer went to the Northeastern University and received education there. Boston, Massachusetts is the city, where the professional was known to be living. The professional's email address and number are easily accessed through this website on demand.
Name variants:
Charlie Willauer,
Chad Willauer,
Chas Willauer,
Chuck Willauer,
Karl Willauer
Last updated Jul 06, 2024
Contact Information
Last Update
Jun 25, 2022
Email
cw**@rockco.com, cs**@windwardinv.com
Location
Boston, MA
Company
Wellesley Investment Partners, Llc
Workplace
Senior Managing Director
Work History
Senior Managing Director
Wellesley, MA
Wellesley Investment Partners offers globally diversified ETF and individual stock and bond portfolios to private clients, non-profits, endowments & foundations.
from Aug 2016
Senior Vice President and Client Advisor
10 Rockefeller Plz FLOOR 3, New York, NY 10020
Rockefeller & Co. is a global investment management and wealth advisory firm serving
institutions, foundations, endowments, and high net worth individuals and families.
Successful familie...
Aug 2014 — May 2016
Senior Managing Director
1 International Pl, Boston, MA 02110
Client advisor to HNW individuals and families, non-profit organizations
Managed Private Client group including non-profit clients with $2B in AUM
Co-led institutional group which include...
Nov 2010 — Jul 2014
Principal
Principal and member of the firm’s investment committee
Client advisor to individuals, families, and non-profit institutions
Co-led institutional business
developed consultant relationsh...
Jul 2004 — Nov 2010
Trustee and Past Chairman of the Board
Boston, MA
Established in 1988, Thompson Island Outward Bound Education Center is an independent Massachusetts not-for-profit organization whose mission is to provide adventurous and challenging experi...
from Jun 2003
Vice President New Business Development
34 Main Street Ext, Plymouth, MA 02360
Privately Held
1-10 employees
Financial Services industry
Jan 2000 — May 2001
Director Business Development
188 Summerfield Ct SUITE 101, Roanoke, VA 24019
Sep 1997 — Dec 1999
Senior Consultant
107 Waterhouse Rd, Bourne, MA 02532
Privately Held
51-200 employees
Environmental Services industry
Nov 1993 — Dec 1994
Director of Marketing
600 Montgomery St, San Francisco, CA 94129
Public Company
10,001+ employees
URS
Civil Engineering industry
Jun 1992 — Nov 1993
Field Operations Manager
505 King Ave, Columbus, OH 43201
Nonprofit
10,001+ employees
Research industry
Nov 1987 — Sep 1990
Field Engineer
940 Winter St, Waltham, MA 02451
Public Company
5001-10,000 employees
PKI
Biotechnology industry
Jun 1984 — Nov 1987
Education
Occupations
Executive
Chief Executive Officer
Senior Vice President
Advisor
Corporate Executive
Chief Executive
Vice President
Skills
Asset Allocation
Portfolio Management
Management
Asset Management
Wealth Management
Alternative Investments
Investments
Series 7
Strategic Planning
Investment Strategies
Equities
Investment Management
Financial Modeling
Hedge Funds
Mutual Funds
Financial Advisory
FAQs about Charles S Willauer
What is the main profession of Charles S Willauer?
Charles is a Senior Managing Director.
What jobs is Charles proficient at at?
Charles is a professional Executive and Chief Executive Officer jobs.
Where does Charles S Willauer currently live?
Boston, Massachusetts is the place where Charles S Willauer lives
Does the expert have the email address?
cw**@rockco.com and cs**@windwardinv.com is Charles S Willauer's email address.
How many companies did Charles S Willauer work at?
The professional worked at 12 jobs.
What education does Charles S Willauer have?
Charles studied at the Northeastern University.
Are there any professional industries Charles S Willauer works in?
Charles works in Investment Management industry.
What are the skills of Charles S Willauer?
This person has such skills as Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Alternative Investments, Investments, Series 7, and Strategic Planning.