Charlie Walsh brings more 30 years of financial services and international business experience to the firm.
Prior to joining Pathstone, Charlie spent seven years at LongVue Advisors, a wealth advisory firm he co-founded. Previously, Charlie worked for 15 years at Fleet Bank and its predecessor, BankBoston. He was a Director and Senior Private Banker responsible for managing relationships with high net worth individuals in the United States and overseas, including business owners, entrepreneurs and senior corporate executives of Fortune 100 corporations. At Fleet, Charlie coordinated and managed a team of specialists with expertise in all aspects of wealth management. Before joining BankBoston, he spent eight years as a corporate banker with Chase Manhattan Bank in New York and the Middle East.
Charlie earned his master’s degree in government and foreign affairs at Georgetown University, and his bachelor’s degree at Villanova University. He is a mentor at Year Up, an organization which provides ongoing training and career placement for inner city youth. Charlie serves on the Advisory Committee for The Equality Fund at The Boston Foundation, Steering Committee for the Haiti Development Institute, and Leadership Council for Oxfam America. He is also active in Catholic Relief Services.