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Charles Pawlik, CFA, CFP®

Charles Pawlik, CFA, CFP®

Senior Vice President
Portfolio Manager

Charles Pawlik is a Senior Vice President and Portfolio Manager at Beacon Trust.  He serves as co-portfolio manager of the Beacon Core Equity Strategy.  Mr. Pawlik also serves on the Investment Committee at Beacon Investment Advisory Services.  Prior to joining Beacon Trust, Charles served as Investment Officer for a private wealth management firm with roughly half a billion in assets under management, and advised several of the firms larger relationships.  Mr. Pawlik has a bachelor’s degree from Penn State University, is a CFA charterholder (CFA), and a CERTIFIED FINANCIAL PLANNER™.  Mr. Pawlik is a member of the CFA Institute and the New York Society of Security Analysts.