Chuck has over 40 years of experience providing financial and legacy planning and investment advisory services to wealthy individuals and families and institutions.  Chuck served as the Chairman of the Board of the New Hampshire Retirement System (a gubernatorial appointment) from August 1983 to October 1996.  Chuck is currently a member of the Board of Trustees of the Crotched Mountain Foundation and services on its Investment, Finance and Audit Committees.  He is a former President of the Manchester Country Club and chaired its Finance Committee.  Chuck graduated with honors from Northeastern University and received his MBA from The Amos Tuck School of Business at Dartmouth College.  He has earned Chartered Financial Consultant and Chartered Life Underwriter designations from The American College.

Sean has worked in financial services for over 15 years with a focus on helping clients determine their investment objectives, risk tolerance and ultimately their optimal portfolio structure.  He regularly meets and consults with clients to review their needs and portfolio performance, and to offer ongoing investment advice and recommendations.  Sean also has responsibilities for new business development.  Sean sits on the board of several local non-profit organizations and has been an active volunteer in the community.  He holds a Bachelor of Arts degree in Political Science as well as a Masters Degree in Business Administration from the University of New Hampshire’s Whittemore School of Business & Economics.  He holds Series 7, 6, 63, and 65 licenses.