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Charles Mathews, Cfa profile image

Charles Mathews, Cfa

Senior Wealth Management Consultant at NBT Bank
Intro Book
Seasoned investment professional with 25+ years of experience in wealth management and private banking.
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Location
Greater Boston, US
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Bio

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Charles Mathews is a seasoned investment professional with over 25 years of experience in wealth management and private banking, holding a Master's in Business Administration from Suffolk University and a Bachelor's in Biology from Clark University. He is a Chartered Financial Analyst (CFA) certified professional. With a career spanning multiple institutions, including NBT Bank, Bank of New Hampshire Wealth Management, Citizens Bank Wealth Management, and Southtrust Asset Management, Charles has developed a strong track record of advising high net worth and institutional clients on investment management, portfolio management, and wealth planning. He has also held various leadership positions, including Senior Vice President and CFA charterholder, and has been involved in developing complex financial plans, managing portfolios, and implementing investment strategies.

Credentials

  • Charles Mathews
    CFA Institute
    Sep, 1999
    - Apr, 2026

Experience

  • NBT Bank
    • Manchester, New Hampshire, United States
    • Senior Wealth Management Consultant
      • Sep 2022 - Present
      • Manchester, New Hampshire, United States

      Advises high net worth and institutional clients to include trusts, investment management accounts, not for profit endowments and retirement plans. Responsible for building market presence and community visibility in New England markets.

  • Bank of New Hampshire Wealth Management
    • Concord, New Hampshire, United States
    • Senior Vice President
      • Aug 2015 - Sep 2022
      • Concord, New Hampshire, United States

      Seasoned private banking investment professional working with HNW families and institutions to develop complex financial plans and manage portfolios accordingly. Strong interpersonal skills and consultative, solutions based approach built a $200+million practice focused on customized banking solutions, legacy planning and disciplined investment management.

  • Citizens Bank Wealth Management
    • Manchester, NH
    • Senior Vice President
      • May 2000 - Aug 2015
      • Manchester, NH

      Senior Portfolio Manager for HNW families and institutions. Co-Lead on U.S. Equity Strategy and member of Investment Strategy Committee. Developed quantitatively based equity model in conjunction with Ned Davis Research that was implemented across the footprint.

  • Southtrust Asset Management
    • Birmingham, Alabama, United States
    • Vice President
      • Dec 1996 - May 2000
      • Birmingham, Alabama, United States

      Managed balanced portfolios for HNW families and institutional fixed income to include the SouthTrust Alabama Municipal Bond Fund. Played a key role in fixed income strategy and supporting new business development efforts bankwide.

  • BayBank Boston/BayBank Investment Management
    • Boston, Massachusetts, United States
    • Assistant Vice President
      • Oct 1988 - Dec 1996
      • Boston, Massachusetts, United States

      Managed $100 million in trust portfolios while supporting the investment strategy team in various capacities to include work with quantitative models, performance attribution and trading of both equities and fixed income securities.

Education

  • 1989 - 1992
    Suffolk University - Sawyer Business School
    Master of Business Administration - MBA, Business Administration and Management, General
  • 1981 - 1985
    Clark University
    Bachelor of Arts - BA, Biology, General

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Industry Focus. “Investment Banking”

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