Charlie founded IWP in 2004/2005 to serve his own family, building on his professional philosophies as an advisor and his personal demands and experiences as a client. Before establishing IWP, Charlie spent several years as a principal and owner of a $500 million multi-family investment firm. Prior to entering the wealth management industry, Charlie spent 8 years at J.P. Morgan, where he was a key member of an influential and award winning institutional equity research team covering communications equipment and components companies. He graduated Magna Cum Laude from Boston College with a BA in Economics with concentrations in Finance and Political Science. He holds a Series 65 License.