Charles Bohlen, Jr.

Charlie joined SFE in 2001 as Chief Investment Officer and institutionalized SFE’s core investment framework which is underpinned by the Merit Monitor. Charlie was early in the socially responsible / sustainable investing movement and created the firm’s Pathways strategy. He is currently Co-Chief Investment Officer, co-chairs the investment committee and, along with Jim Moylan, co-manages SFE’s investment strategies and reviews client accounts on a regular basis with each client manager. Charlie is an SFE shareholder.

Charlie is the son of a prominent US diplomat who spent his childhood in Russia, France and the Philippines. Prior to joining SFE in 2001, Charlie worked in a variety of corporate settings, including banking and international finance. Charlie was admitted to the Bar in California, Minnesota, and the District of Columbia. He serves as treasurer of the non-profit Antaeus Theatre Company.