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 the Managing Partner of One Charles Private Wealth. Individually meeting with clients for a more in-depth understanding of their personal and financial challenges, Erik ensures that his clients are educated and a part of the strategies employed to help protect, preserve and grow their personal wealth. A veteran of the financial services industry, Erik is experienced in the development and implementation of financial strategies such as: managing concentrated stock positions, tax planning, wealth transfer, gifting, insurance and corporate retirement plans. An Economics graduate from Hobart College, Erik enjoys big game fishing and is an avid boater. He and his wife, Alaina divide their time between their homes in Boston and Cape Cod, along with their son, Shay and daughter, Siena. Erik has been providing investment advice since 2002 and holds the following professional licenses: Series 7, 66, LAH, CRPC®
Linda joined One Charles Private Wealth in 2019 as Controller. Linda has more than 20 years of senior management experience in a wide variety of businesses while serving in various accounting, finance, and office management positions. She brings knowledge and expertise in finance, operations, and human resources. Her experience is extensive in all areas of cash management including accounts payable, accounts receivable, cash disbursements, budget management, financial statement preparation, and bank reconciliations. She has coordinated financial audits and has established and managed relationships with banking, insurance, legal and IT professionals.
She received her BSA and MBA from Suffolk University Sawyer School of Management and is Beta Gamma Sigma Member. Linda enjoys cooking, traveling, and spending time with family and friends. She also enjoys the beaches in Plymouth in her spare time.
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 and was promoted to a Relationship Manager in 2019. 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.
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.
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.