Our Team
Executive Team
Founding Partner
Managing Partner
Paul A. Squarcia, Jr.
Founding Partner
Paul is the founder of One Charles Private Wealth. As a 15-year veteran of Merrill Lynch and the former Senior Resident Director for the Hyannis, MA complex, Paul led a staff of financial advisors in providing customized wealth management solutions for affluent individuals and their families, businesses and charitable organizations. Mr. Squarcia is known as a valuable resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide recommendations for the preservation and transfer of wealth to future generations.
Prior to Merrill Lynch, Paul spent 16 years in the corporate world. He held various positions in Business Development at State Street Global Advisors, Merck Company and Digitrace Care Services/Sleep Med. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod. Paul holds the following professional licenses: Series 7, 9, 10, 66, Life and Health Insurance, and Property and Casualty Insurance.
Primary Duties at One Charles Private Wealth
Erik R. Wallin, CRPC®
Managing Partner
Erik holds the Chartered Retirement Planning Counselor (CRPC®) designation and is the Managing Partner of One Charles Private Wealth. Individually meeting with clients for a more in-depth understanding of their personal and financial challenges, Erik ensures that his clients are educated, and a part of the strategies employed to help protect, preserve and grow their personal wealth.
An Economics graduate from Hobart College and a veteran of the financial services industry, Erik is experienced in the development and implementation of financial strategies such as managing concentrated stock positions, 10b5-1 trading plans, tax planning, wealth transfer, gifting, insurance corporate retirement plans. Erik enjoys big game fish, is an avid boater and enjoys time on the golf course. He and his wife, Alaina divide their time between their homes in Boston and Cape Cod, along with their son, Shay and daughter, Siena. Erik has been providing investment advice since 2002 and holds the following professional licenses: Series 7, 66, Life and Health Insurance, and Chartered Retirement Planning Counselor CRPC®.
Primary Duties at One Charles Private Wealth
Wealth Management Team
Financial Advisor
Financial Advisor
Operations Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Relationship Manager
Finance & HR
Brennain van der Hoeven
Financial Advisor
Brennain is a Financial Advisor at One Charles Private Wealth focusing on client development and opportunity management. With almost a decade of experience in financial services, Brennain integrates strategic finance expertise with a deep understanding of personal and corporate financial planning. With experiences ranging from equity fund formation through to special purpose acquisition companies, client relationships remain the core priority of every action.
Brennain completed his undergraduate in both Accounting and Business Administration at University of Washington, Foster School of Business, and postgraduate in Financial Strategy at University of Oxford, Saïd Business School. He currently serves as a Non-Executive Director on the Finance Committee at Cancer Lifeline in his prior home, Seattle, as well. Brennain and his wife, Meghan, live in Hingham together with their black lab, Cub. Outside of work, Brennain is an avid backcountry skier, mountaineer, and sportsman.
Primary Duties at One Charles Private Wealth
Jack McCarty
Relationship Manager
Jack is a member of the Relationship Management team, where he supports clients through attentive service and ongoing relationship management. He contributes to the firm’s commitment to personalized, best-in-class service by focusing on clear communication, responsiveness, and a consistently high-quality client experience.
Jack earned his bachelor’s degree in Finance and Management from the University of New Hampshire’s Peter T. Paul College of Business and Economics. While at UNH, he gained early industry experience as a Client Service Intern with RISE Private Wealth Management before beginning his career in Boston on the Portfolio Administration team at Loomis Sayles. Outside of work, Jack enjoys skiing, golfing, and spending time with family.
Primary Duties at One Charles Private Wealth
Michael Finn, CFP®, ChFC®
Financial Advisor
Mike is a Financial Advisor at One Charles Private Wealth. Mike focuses on financial planning, investment management, and tax efficient planning strategies for high-net-worth individuals, business owners, and corporate executive clients of One Charles Private Wealth.
Mike is a graduate of Saint Lawrence University, where he received his Bachelor’s in Economics. Mike lives in Foxboro with his wife and two young children. He is an avid golfer and enjoys watching the Boston sports teams in his spare time. Mike is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.
Primary Duties at One Charles Private Wealth
Veronica Walsh
Operations Manager
Veronica leads client service operations, overseeing the Relationship Management team to ensure a seamless and personalized client experience. She drives operational efficiency while helping uphold the firm’s commitment to exceptional service.
Veronica earned a Bachelor of Science degree in Public Relations from the University of Miami in Coral Gables. Before joining the firm, she worked in the Office of the Global Business Head of Blackstone Multi-Asset Investing, where she supported high-level strategic initiatives and gained valuable insight into the asset management industry.
Veronica is bilingual, speaking both English and Polish. Outside of the office, she enjoys running, reading, and traveling.
Primary Duties at One Charles Private Wealth
Samantha Cragan
Relationship Manager
Samantha supports the Relationship Management team at One Charles Private Wealth Services, focusing on building meaningful client relationships and ensuring a personalized, high-touch experience. She brings a strong background in Global Markets and account management from her time at State Street Bank, where she led strategic initiatives that strengthened collaboration and client engagement across divisions.
Samantha earned her Bachelor’s Degree from the High Point University. Outside the office, she enjoys strength training, cooking, and spending time outdoors with her dog, Cooper.
Primary Duties at One Charles Private Wealth
Edgar Hernandez
Relationship Manager
Edgar as part of the relationship management team handles a variety of tasks for servicing clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Edgar is a key contributor to that for clients. He strives to strengthen relationships and consistently deliver an excellent client experience.
Edgar earned a Bachelor of Arts degree in Biology from Saint Anselm College. After graduating from college, Edgar spent a year and a half as a licensed insurance agent with Allstate before accepting a position in financial services at Merrill Edge. At Merrill, Edgar earned his Series 66 and Series 7 and worked at servicing clients with a wide variety of service needs and providing trading assistance. Edgar is bilingual, speaking both English & Spanish.
Primary Duties at One Charles Private Wealth
Diany Rosa
Relationship Manager
As part of the Relationship Management team, Diany handles a variety of tasks for servicing clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Diany is a key contributor to that mission for clients. She strives to strengthen relationships and consistently deliver an excellent client experience.
Diany earned a Bachelor of Science in Business Administration (BSBA) degree in Finance from Drexel University. During college, Diany worked as a co-op Financial Analyst in Wholesale Lending Services at JPMorgan Chase, where she managed syndicate loan accounts and supported a wide range of client lending needs. Diany is trilingual, speaking English, Portuguese, and Spanish.
Primary Duties at One Charles Private Wealth
Linda P. Turrell
Finance & HR
Linda joined One Charles Private Wealth in 2019 as director of Finance & HR and provides operational leadership for the firm with primary oversight of financial reporting, human resources, and staff development. She brings more than 20 years of senior management experience in a wide variety of businesses while serving in various accounting, finance, and office management positions. She brings knowledge and expertise in finance, operations, and human resources.
She received her BSA and MBA from Suffolk University Sawyer School of Management and is Beta Gamma Sigma Member. Prior to joining our firm, Linda gained extensive experience in all areas of cash management including accounts payable, accounts receivable, cash disbursements, budget management, financial statement preparation, and bank reconciliations. She has coordinated financial audits and has established and managed relationships with banking, insurance, legal and IT professionals.
Primary Duties at One Charles Private Wealth
Oscar Bunting
Relationship Manager
As a Relationship Manager, Oscar strives to meet a wide variety of clients’ needs. He collaborates with the team to ensure smooth onboarding for clients and high-quality customer support. Oscar brings a strong background in derivatives markets gained from both academic studies and personal endeavors.
After attending high school at Phillips Academy Andover, Oscar earned his bachelor’s degree in finance from the Isenberg School of Management at the University of Massachusetts Amherst. While at UMass, Oscar completed an internship at Sterling Oak Wealth Management as an investment analyst and worked as the CIT Director at Camp Rotary in Boxford, MA. He has also spent extensive time in Italy in various roles.
Outside of the office, Oscar enjoys hiking, weightlifting, movies, and golfing.
Primary Duties at One Charles Private Wealth
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