Charles M. Toole, CFA, CFP®

Vice President
Chief Investment Strategist

An engineer by training, Charlie has over 11 years of investment experience. Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp. as a consultant to technology and manufacturing firms. In 2019, Charlie was honored in Boston magazine as a Five Star Wealth Manager.

Charlie holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.S. in mechanical engineering from Northeastern University. He earned his Chartered Financial Analyst (CFA) designation in 2008 and his CERTIFIED FINANCIAL PLANNER™ certification in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.

There’s nothing more satisfying than working with smart people and great clients. I believe we’ve achieved our success because all of us on our team work with one goal in mind: taking care of our clients, big picture and small.



P: 844.587.7393