Charles Nason

Charles Nason, CFP®, CMT, currently serves as Senior Vice President and Director of Portfolio Management at Bangor Savings Bank since August 2022. Previous roles include Senior Vice President and Senior Portfolio Manager at Clarfeld | Citizens Private Wealth, where Charles led a team providing wealth management services to high-net-worth clients, and Managing Director, Portfolio Manager at Mayo Capital Partners, focusing on multi-asset investment strategies. Charles is also the founder of Desiderata Research and Trading and held positions at Merrill Lynch and PaineWebber in fixed income sales. Early in the career, Charles was a Senior Associate at Coopers & Lybrand and served as a Captain in the US Army's Tenth Mountain Division. Charles holds an MBA in Finance from The Wharton School and a BBA in Accounting from Norwich University.