Charles O’Malley is a Vice President and Portfolio Manager, joining Rockland Trust in 2025. Charles focuses on integrating an investment strategy that reflects each client’s objectives, financial goals, and risk tolerance, including custom asset allocation, long-term goal planning, and securities research.
With over 15 years of experience in the financial services industry, Charles brings a wealth of knowledge and expertise to his role. His journey includes serving as a Senior Portfolio Manager at Enterprise Wealth Management, as well as holding positions at Brown Brothers Harriman, The Street Ratings, U.S. Trust, Bank of America Private Bank (in both the HNW and Institutional/Philanthropic areas), and FoxHollow Investments. He received his bachelor’s degree as a dual major in Finance and Marketing at the Carroll School of Management at Boston College. He earned his master’s degree in Investment Management from the Bayes Business School in London, U.K.
Charles volunteers with Cradles to Crayons, an organization that provides kids with the essentials they need at no cost to them. He participates in annual coat drives and back-to-school drives, as well as other events and projects throughout the year. Charles lives in Concord, MA, with his wife and two children.
