Paul is the founder of One Charles Private Wealth. As a 15 year veteran of Merrill Lynch and the former Senior Resident Director for the Hyannis, MA complex, Paul led a staff of financial advisors in providing customized wealth management solutions for affluent individuals and their families, businesses and charitable organizations. Prior to Merrill Lynch, Mr. Squarcia spent 16 years in the corporate world. He held various positions in Business Development at State Street Global Advisors, Merck Company and Digital Cane Services/Sleep Med. Paul’s focus is on an integrated approach which takes into account the personal dynamics of the client’s family wealth. Mr. Squarcia is known as a valuable resources for successful entrepreneurs. He understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provides recommendations for the preservation and transfer of wealth to future generations. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod and is a member of the Mashpee Yacht Club and Cape Cod Corvette Club. Paul enjoys fishing and boating with his wife Angela, and two young children, Ella and Ben.
Erik holds the Chartered Retirement Planning Counselor®* designation and is a former First Vice President at Merrill Lynch and a Managing Partner at One Charles Private Wealth. He meets with clients for an in-depth understanding of their personal challenges. Throughout the relationship Erik will make sure that you are educated and on board with the strategies employed to help protect and grow your wealth. A veteran of the financial services industry Erik is experienced in the development and implementation of financial strategies including management of concentrated stock positions, tax planning, wealth transfer, gifting, insurance, and corporate retirement plans. He is dedicated to helping you maximize your wealth. An Economics graduate from Hobart College, Erik is a big game fisherman and boater. He has been providing investment advice since 2002.
Howard joined One Charles Private Wealth in 2018 and is the Chief Operating Officer. Howard is responsible for day to day operations and client services as well as working with both Paul and Erik regarding the strategic direction and growth of One Charles.
Prior to joining One Charles, Howard was most recently a Principal at Partners Capital Investment group where he oversaw the US Client Services Team.
Howard earned a Bachelor of Arts degree in Economics from Roanoke College and MBA from Vanderbilt University’s Owen Graduate School of Management. Outside of the office, Howard will either be found on his road bike or chasing after his two young children with his wife, Stacy.
Brie Dacey is a graduate of the University of Massachusetts- Boston and holds a Bachelor of Arts in Psychology. She has been working in finance for the past twelve years; her past experience includes positions at both Ameriprise and Merrill Lynch. Brie is a Relationship Manager who is extremely focused and detailed in her work, providing thorough data analysis and implementation for her clients in an accessible and rapid manner. Brie’s expertise allows her to provide the highest level of customer service and form a unique, personalized connection with each client.Outside of the office, Brie enjoys travelling, going to the beach, and spending time with her chocolate lab, Watson.
Dylan joined One Charles Private Wealth in 2018 as an Associate Relationship Manager. Dylan is responsible for day to day client operations management as well as assisting on investment manager due diligence.
Prior to joining One Charles, Dylan was a financial analyst at Fusionstorm, where he worked with several internal teams to process day to day activities and forecast future growth opportunities.
Dylan earned a Bachelor of Arts degree in Economics from Stonehill College and is currently pursuing his CFA certification. Outside of the office, Dylan can be found on the beach in Cape Cod or at a Red Sox game with his friends.
Susan Moran joined One Charles Private Wealth in 2018 as a Client Services Associate. Susan is responsible for providing operations and client services support for the team at One Charles Private Wealth.
Prior to joining One Charles, Susan most recently was a Market Research Project Manager working closely with clients to coordinate and execute highly detailed research projects. Susan also has experience working in an estate planning firm, where her responsibilities included a shared oversight in company operations working directly with the head of operations.
Susan holds a B.A. in Communications from Salve Regina University. She is still actively involved with Alumni Relations and serves on the Governor’s Ball Committee, a scholarship fundraising event. Susan is also a Certified Integrative Nutrition Health Coach and is a member of the International Association for Health Coaches (IAHC). Outside of the office you will find Susan in Newport, Rhode Island enjoying time with family and friends and continuing her interest in photography.
Christopher is a former Client Associate at Merrill Lynch and Financial Advisor at Baystate Financial. His mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients and he is dedicated to assisting them through the various stages of their financial lives. Christopher utilizes a team approach and works with the One Charles team to create customized financial strategies for his clients.
Christopher graduated Magna Cum Laude from Bentley University and holds a Bachelor’s Degree in Business Management. Christopher lives in Boston and enjoys spending time with family and friends, golfing, and continuing his passion for photography.