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 resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide 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 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.
Jen joined One Charles Private Wealth in 2018 as a Wealth Advisor. Jen is committed to working together with her clients to develop custom solutions to achieve their financial goals. Jen works with all members of One Charles Private Wealth to ensure our clients receive outstanding, detail-oriented, high touch support. Prior to joining One Charles Private Wealth, Jen worked as a Financial Advisor for individuals and families as well as retirement plan participants. Jen graduated from Salem State University with a Bachelor of Science in Business Administration and is currently a candidate for the CFP® Certification. Outside of the office, Jen enjoys spending time at the beach in the summers and attending sporting events year round with her family and friends.
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 has passed Level I of the CFA examination. Outside of the office, Dylan can be found on the beach in Cape Cod or at a Red Sox game with his friends.
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.
Ashley joined One Charles Private Wealth in 2018 as an Associate Relationship Manager. Ashley is responsible for day to day client operations management.
Prior to joining One Charles, Ashley was a CLO Associate at State Street Corporation, where she worked with Collateral Managers and Auditors to reconcile data to produce monthly trustee reports and quarterly payment distribution reports for CLO investors.
Ashley double majored in Finance and Insurance, as well as minoring in Accounting, earning a Bachelor of Arts degree from the Barney School of Business at the University of Hartford. Outside of the office, Ashley can be found coaching her local competitive Double Dutch team or enjoying the city of Boston with her friends.