Charlie Toole

Mr. Charles M.
Toole, CFA, is a Director of Portfolio Management at RWA Wealth Partners LLC.
He is portfolio manager for Adviser Investments’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee.
He joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management.
He has over a decade of investment experience and his commentary on the economy, markets and dividend stocks Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp.
as a consultant to technology and manufacturing firms.
He holds a B.S.
in mechanical engineering from Worcester Polytechnic Institute and an M.S.
in mechanical engineering from Northeastern University.
He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011.
He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).