Our Team

Executive Team

Founding Partner

Managing Partner

Finance & HR

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

  • 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®

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

  • 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

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

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

Wealth Management Team

Wealth Advisor

Relationship Manager

Relationship Manager

Relationship Manager

Andrew Vinciguerra, CFP®

Wealth Advisor

Andrew is a Wealth Advisor 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 efficient strategies for high net worth individuals, families, and corporate executive clients of One Charles Private Wealth.

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. Andrew is a CFP® professional and holds the Series 65 license.

Primary Duties at One Charles Private Wealth

  • Works closely with clients to construct personalized financial plans
  • Analyzes portfolio construction to ensure risk aligned with personal goals
  • Facilitates tax, retirement, estate and other wealth management strategies
  • Works closely with CPA’s to ensure a coordinated approach of portfolio tax efficiency
  • Serves on the OCPW Investment Committee

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 excepting 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

  • 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

Sarah Shaughnessy

Relationship Manager

Sarah as part of the relationship management team handles a wide variety of projects and tasks to service clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Sarah is a key contributor. She strives to strengthen relationships and consistently deliver an excellent client experience. Sarah has experience working with high net worth and institutional clients at BNY Mellon, The Rock Creek Group, Fidelity Investments and Westwood Global.

Sarah earned a Bachelor of Arts in Art History from Wheaton College and a Master in Business Administration from Wake Forest University. Sarah is an avid gardener and art history buff, and volunteers for local organizations. She and her husband enjoy cheering on their children in their various endeavors, hiking with their dog and taking family trips.

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

Brian Mejia

Relationship Manager

Brian, 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 Brian is a key contributor to that for clients. He strives to strengthen relationships and consistently deliver an excellent client experience.

Brian earned his Bachelor of Arts degree in Economics from the College of Fine Arts, Humanities, and Social Sciences at the University of Massachusetts- Lowell. Prior to joining our firm, Brian worked with Brookline Bank as an Assistant Branch Manager. Brian is a car enthusiast, enjoys playing basketball and spending time with family and friends. Brian is bilingual, speaking both English & Spanish.

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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