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.
Pamela Desmarais is an experienced strategic leader in the field of organizational management, business operations, financial management and marketing. She holds an M.B.A. from Northeastern University and a B.A. from the College of the Holy Cross. Most recently, she served as President of Sacred Heart School in Kingston. While in this position, Pam led the unification of three schools into an incorporated school system and broadened the school’s use of technology, improved program offerings, and increased visibility in the community. Prior to working at Sacred Heart, Pamela was the President (North America) and C.O.O. (Worldwide) of Antenna Audio, a multimedia company that developed audio tours for museums and cultural attractions. Pam’s forte is in the management and leadership of people and operations to create a solid foundation for an institution, allowing it to thrive and grow in an organized, sustainable, and successful way. She lives in Hingham with her husband, Dennis, and her two children, Nick and Rachel. Pam is Co-Chair of the Board of Overseers for South Shore Conservatory and Treasurer of the Board for Hingham Girls Softball. In her spare time, she enjoys playing tennis and boating.
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.
Doug Cataldo is the newest member of the One Charles Team and is in the role of Associate Relationship Manager. He is a cum laude graduate of the Peter T. Paul College of Business and Economics at the University of New Hampshire where he majored in Finance and Management and minored in Economics. Prior to working at One Charles, Doug worked for Putnam Investments in the Sales and Marketing department as an Internal Wholesaler. During his time at Putnam, he specialized in working with independent financial advisors on developing holistic financial solutions for their clients. In his spare time, Doug enjoys playing the guitar, attending concerts, boating, and performing investment research. He is also an avid sports fan who enjoys watching football, hockey, and baseball, and is attempting to learn how to play golf.
William Baun comes to One Charles Private Wealth after working at Charles Schwab as a Regional Support Specialist covering independent financial advisers. Previously, he was with research consulting firm, Cerulli Associates and assisted the top global asset and wealth management firms adapt to industry trends. William has found success in his previous roles through his client focused manner and his approachable demeanor. He is a graduate of the University of Massachusetts- Amherst with a Bachelor of Arts in History, minor in Education, and as a member of the National Society of Leadership and Success and History Honors Society (Phi Alpha Theta). Out of the office, William loves to scuba dive, play basketball, golf, and tennis. William has also enjoyed working with children at various camps and coaching experiences as well as spending time as a volunteer for the Big Brother Big Sister program in Boston.
Adriana Pantano is the newest member of One Charles. She is a seasoned professional from the financial information technology field. She holds an M.B.A. from Bentley College and a B.S. from Northeastern University. Prior to joining One Charles Adriana spent twenty years at JPMorgan Chase in a variety of positions, specializing in IT support and project management. Adriana’s strong suit is attention to detail, dedication to customer satisfaction, and going above and beyond to get the job done. Outside of work Adriana enjoys going to Long Beach, in her hometown of Plymouth, and traveling to Florida and California.