Charles Andriole, CPM®, CIMA®
Managing Director, Partner
Charlie is the Senior Managing Director of The Andriole Group. As the team’s Chief Investment Strategist, Senior Portfolio Manager and Senior Investment Management Consultant, he specializes in the development of personalized, goals-based financial planning strategies for individuals, families and institutions.
Previously, Charlie was a First Vice President at Merrill Lynch, where he focused on building long-term wealth management plans for clients and their families. Charlie has also held a variety of management and advisory positions at Bache, Halsey, Stuart, Shields (later Prudential Securities).
Charlie is a member of the Board of Directors of the Academy of Certified Portfolio Managers. He is a member of the Chartered Financial Analyst Institute, the New York Society of Security Analysts and the Investment Management Consultants Association. He speaks frequently on discretionary investment management, business process and management, and collaborative leadership.
He was inducted into Research Magazine’s 2004 Advisor Hall of Fame, and in 2008, he was honored by Connecticut Magazine as one of the Top Financial Advisors in Connecticut. Charlie was also recognized on Barron’s “Top 1,000 Advisors by-State” list in 2011, 2012 and 2013. Most recently, Charlie was honored by the Financial Times on their 2016 list of Top Retirement Plan Advisors.
Charlie founded The Andriole Fund of the Branford Community Foundation in 1997 and is a member of the Board of Directors. He is the Chairman of the Board of Managers of the Soundview Family YMCA, a member of the Board of Directors of the Central Connecticut Coast YMCA, and the President of the Yale Youth Hockey Association. He is also a member of the Alexis de Tocqueville Society of the United Way of Greater New Haven, as well as a 2010 recipient of the Alexis de Tocqueville Society Award for commitment to community service.
Charlie earned his Bachelor of Arts degree in Psychology from Villanova University. He completed postgraduate studies in Accounting at Villanova University, Economics at Yale University, Finance at New York University, Technical Market Analysis at the New York Institute of Finance, as well as Executive Education in Business and Leadership at the University of Pennsylvania’s Wharton School of Business, Portfolio Management Analytics at the University of Chicago Graduate School of Business, and Behavioral Finance at Harvard University. He holds his Certified Portfolio Manager® (CPM®) and Certified Investment Management Analyst® (CIMA®) designations.