Pension & Wealth Management Advisors
Charles A. Ferrone is a co-founder and managing partner of Pension & Wealth Management Advisors, he presently works with our team on strategic initiatives. For the past 35 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution. He holds a bachelor’s degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College. He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army.
Charles was also President of Pension and Compensation Planners, Inc., a firm he led for over 25 years ago which established retirement plans for closely held corporations.
He was also President of both The Boston & The New England chapters of the General Agents and Managers Association, Director of the Northeastern University Insurance Institute, member of the Boston Management Roundtable and Who’s Who in Finance and Industry.
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Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is a full-service wealth management advisory firm that has been serving clients for over thirty-five years. They provide the broadest investment opportunity set for their clients, select investment managers based on proprietary research and experience, and build optimized portfolios to achieve objectives. They manage the portfolios based on global themes and prudent risk management.