Charlie Curtis's Location
Boston, Massachusetts, United States
Charlie Curtis's Work
- Senior Vice President @ Welch & Forbes LLC
- Senior Vice President and Private Client Portfolio Manager and COO for Boston Private Client Office @ Brown Brothers Harriman
- Vice President @ Thomson Financial Services
- Vice President @ Discount Corporation of New York
- Lieutenant @ US Navy
Charlie Curtis's Education
- Washington College
Bachelor of Arts (American Studies)
1977 - 1981 - St. Mark's School1972 - 1977
Charlie Curtis's Skills
- Asset Management
- Fixed Income
- Wealth Management
- Investments
- Portfolio Management
- Securities
- Bonds
- Wealth Management Services
- Strategic Planning
- Asset Allocation
Charlie Curtis's Summary
Charlie Curtis, based in Boston, Massachusetts, United States, is currently a Senior Vice President at Welch & Forbes LLC, bringing experience from previous roles at Brown Brothers Harriman, Thomson Financial Services, Discount Corporation of New York and US Navy. Charlie Curtis holds a 1977 - 1981 Bachelor of Arts in American Studies @ Washington College. With a robust skill set that includes Asset Management, Fixed Income, Wealth Management, Investments, Portfolio Management and more, Charlie Curtis contributes valuable insights to the industry. Charlie Curtis has 1 email on RocketReach.
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