Our Team

Executive Team

Leadership Team

Leadership Team

Director of Finance & HR

Paul A. Squarcia, Jr.

Founder

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

  • Provides strategic direction for the firm
  • Provides oversight of client services to the firm
  • Facilitates tax, retirement, estate, and other wealth management strategies
  • Sources alternative investment opportunities for our clients
  • Serves on the OCPW Investment Committee
  • Coordinates comprehensive banking solutions for clients

Erik R. Wallin, CRPC®

Leadership Team

Erik holds the Chartered Retirement Planning Counselor (CRPC®) designation and is part of the Leadership Team at 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, tax planning, wealth transfer, gifting, insurance and corporate retirement plans. Erik enjoys big game fishing and is an avid boater. 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

  • Provides strategic direction for the firm
  • Provides oversight of client services to the firm
  • Provides guidance on managing concentrated stock positions, stock options, and restricted stock units
  • Facilitates tax, retirement, estate, and other wealth management strategies
  • Sources alternative investment opportunities for our clients
  • Serves on the OCPW Investment Committee

Linda P. Turrell

Leadership Team

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

  • Manages all finance and accounting operations
  • Coordinates the preparation of regulatory reporting
  • Prepares budgets and financial plans for the firm

Wealth Management Team

Advisory Team

Advisory Team

Advisory Team

Andrew Vinciguerra

Advisory Team

Andrew is an Associate Relationship Manager at One Charles Private Wealth. His primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, families, and corporate executive clients of One Charles Private Wealth. Prior to One Charles Private Wealth, Andrew worked for State Street Corporation as a Global Processing Analyst responsible for operations duties that included analyzing and processing security trade transactions.

Andrew earned his Bachelor of Business Administration in Finance with a minor in Information Technology from the Isenberg School of Management at the University of Massachusetts Amherst. In his spare time, he enjoys running, being active through various sports, traveling, and spending time with family and friends.

Dylan M. Conneely®

Advisory Team

As part of the Advisory Team at One Charles Private Wealth, Dylan works with high-net-worth individuals and families to facilitate tax, retirement, estate, and other wealth management strategies for our clients. He also assists on investment manager due diligence with the firm’s Chief Investment Officer.

Dylan earned a Bachelor of Arts degree in Economics from Stonehill College and has passed Level I of the CFA examination. Prior to joining our firm, Dylan was a financial analyst at Fusionstorm, where he worked with several internal teams to process day to day activities and forecast future growth opportunities.

Primary Duties at One Charles Private Wealth

  • Facilitates tax, retirement, estate, and other wealth management strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Liaises with our clients’ other advisors on wealth planning strategies

Siobhan Burke

Advisory Team

As part of the Client Services Team, Siobhan handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Siobhan is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.

Siobhan earned a Bachelor of Science degree in Business Administration from the Isenberg School of Management at the University of Massachusetts, Amherst. Prior to joining our firm, Siobhan was an assistant on the US Account Sales Team at Marriott International, where she worked closely with several Senior Account Executive Teams servicing corporate clients.

Primary Duties at One Charles Private Wealth

  • Acts as a key point of contact for client service needs
  • Acts as a client liaison to our third-party vendors and custodial relationships
  • Assists in scheduling portfolio reviews and wealth management meetings

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