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.
Brie Simon 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.
Susan Moran joins One Charles Private Wealth as a Client Services Associate. Susan’s previous experience as Client Services Project Manager in Market research working closely with clients to coordinate and execute highly detailed projects. Prior to that role she worked in estate planning, where her responsibilities included a shared oversight in company 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 by and on the water and taking photographs wherever she goes.
Business Development Executive
Bob McLaughlin is the Business Development Executive at One Charles. He has worked in the Financial Services industry since 1985. Prior to joining One Charles he was Managing Director of Banking at The New England Company. He also held the position of Managing Director of Equity Trading at The Needham Company for over 20 years. Previously he held sales positions with Fidelity Investment, E.F. Hutton and Prudential Securities. Bob is a graduate of Colby College and an active alumnus of Belmont Hill School. He and his wife Deborah live in Boston and enjoy traveling to Ireland, as well as golf and fishing.