Charles Zambri, MBA, MSF, is currently a Principal and Financial Advisor at CAPTRUST, a position held since 2024. Previously, they served as Chief Operating Officer, Chief Compliance Officer, and Director of Client Service at Boston Financial Management, LLC from 2017 to 2024. Prior to that, they held various roles at State Street, including Senior Associate in Investment Operations. Charles earned a Master’s in Finance from Boston College - Carroll School of Management and an MBA from the same institution, along with a B.S. in Business Administration from Saint Michael's College.
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