Charles

Stockbridge

Senior Vice President, Investments

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About
Charles

Charles has served individuals, community banking and non-profit charitable organizations for the last twenty-nine years. An alumnus of Bridgewater State University, Charles was Vice President of Investments with Tucker Anthony/ R.L. Day, & Janney Montgomery Scott before becoming a Senior Vice President at Moors & Cabot’s Norwell office. 

 

Charles provides a high-level wealth management model for his clients, working closely through all phases of the plan. He utilizes traditional strategies and alternative investments, coupled with technical and fundamental analysis to handcraft each individual’s success. Mr. Stockbridge enjoys problem solving for a variety of estate, retirement and divorce planning issues while working with a plethora of individuals (CPAs, Attorneys, etc.) at the planning table. In doing so, Mr. Stockbridge utilizes his team member, (client associate) Mary Ryan, who has over 25 years of experience in the investment arena and is fully registered.

 

Mr. Stockbridge has served on various boards as President, Trustee & Treasurer and has held official roles with Bridgewater State University as well as various community programs for Children. His efforts have established endowments and financial footing for various non-profits while carrying a strong record of facilitating major gifts.

 

In his spare time, Charlie works as a marine artist who enjoys creating ship portraits and seaside landscapes which are owned by collectors across America. He exhibits his artwork in the Front Street Gallery in Scituate, Gallery 333 in Falmouth and the Russell Gallery of Plymouth. In addition, Charlie enjoys antiques, boating, reenacting Mr. Alexander Hamilton and is an avid New England Patriots fan. He and his wife Nina are parents of three, respectively. 

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

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