Charles Willauer
Senior Managing Director at Clearstead Trust LLC | Portland, Maine, United States
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Senior Managing Director at Clearstead Trust LLC in May 2022 to Present
Managing Director at RINET Company, LLC in May 2020 to December 2021
Senior Managing Director at Wellesley Investment Partners, LLC in August 2016 to May 2020
Senior Vice President & Client Advisor at Rockefeller & Co., Inc. in August 2014 to May 2016
Senior Managing Director at Windhaven Investment Management in November 2010 to July 2014
Principal at Windward Investment Management in July 2004 to November 2010
Vice President at Bank of America Private Bank in May 2001 to July 2003
Vice President New Business Development at Truebridge Financial Marketing in January 2000 to May 2001
Director Business Development at Separation Technologies LLC, a Titan America Business in September 1997 to December 1999
Project Manager at Woods Hole Group, Inc. in November 1993 to December 1994
Director of Marketing at EG&G Marine Instruments in June 1992 to November 1993
Field Operations Manager at Battelle Ocean Sciences in November 1987 to September 1990
Field Engineer at EG&G WASC (Perkin-Elmer) in June 1984 to November 1987
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Babson College - Franklin W. Olin Graduate School of Business, MBA,Finance,
Northeastern University, B.S.,Engineering,
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Asset Allocation
Wealth Management
Investments
Financial Advisory
Portfolio Management
Asset Management
Alternative Investments
Series 7
Strategic Planning
Investment Strategies
Equities
Investment Management
Financial Modeling
Hedge Funds
Mutual Funds
Management
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What is Charles S Willauer email address?
Email Charles S Willauer at [email protected] and [email protected]. This email is the most updated Charles S Willauer's email found in 2026.
What is Charles S Willauer phone number?
Charles S Willauer phone number is 617-778-5862.
How to contact Charles S Willauer?
To contact Charles S Willauer send an email to [email protected] or [email protected]. If you want to call Charles S Willauer try calling on 617-778-5862.
What company does Charles Willauer work for?
Charles Willauer works for Clearstead Trust LLC
What is Charles Willauer's role at Clearstead Trust LLC?
Charles Willauer is Senior Managing Director
What industry does Charles Willauer work in?
Charles Willauer works in the Investment Management industry.
Charles Willauer Email Addresses
Charles Willauer Phone Numbers
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