Douglas Tengdin, CFA

Greater Boston Area United States

Chief Investment Officer at Charter Trust Company

Finance / Banking / Insurance

I lead a team of investment professionals in a private wealth management firm. We do everything from investments to taxes to trusts and wills to evaluating investment bankers and consulting on M&A transactions. We have products across the spectrum ranging from those for young people (20m+) to full Family Office solutions (20mm+). Specialties: Developed market equity and fixed income investments, alternative asset class manager evaluation.