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
Financial Advisor
Finance & HR
Financial Advisor
Relationship Manager
Relationship Manager
Associate Relationship Manager
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
Sean Carroll
Financial Advisor
Sean is a Financial Advisor at One Charles Private Wealth focusing on business development.
Sean honed his expertise as a Financial Advisor at Morgan Stanley, where he was committed to helping clients navigate their financial goals with personalized strategies and a deep understanding of market trends. Following his tenure at Morgan Stanley, he served as a Regional Advisor Consultant at Columbia Threadneedle Investments, where he played a pivotal role in supporting advisors with investment strategies and portfolio management solutions.
Sean is a graduate of Manhattan College, where he received his Bachelor’s degree in Business Administration. Sean lives in Boston with his fiancé Gabriella. Outside of work, Sean enjoys sportfishing, boating, and spending time with his 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
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
Carter Scheetz, CFP®
Financial Advisor
Carter is a Financial Advisor at One Charles Private Wealth. Carter 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.
Carter is a graduate of the University of South Carolina, where he also worked as an equipment manager for the baseball team. Carter lives in South Boston with his wife, Shannon. Outside of work, Carter enjoys traveling and playing golf. Carter is a CERTIFIED FINANCIAL PLANNER™ professional.
Primary Duties at One Charles Private Wealth
Thomas Flynn CFP®
Relationship Manager
Tom 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 Tom is a key contributor to that for clients. He strives to strengthen relationships and consistently deliver an excellent client experience.
Tom earned a Bachelor’s degree in Psychology from Emmanuel College. After graduating college, Prior to joining One Charles Private Wealth Tom worked at Putnam Investments providing detailed analysis to Financial Advisors on a variety of investment products and solutions for client portfolios. In his spare time, Tom enjoys reading, watching movies and spending time with his family. Tom has earned his SIE, Series 7, 63 & 65 licenses.
Tom is a CERTIFIED FINANCIAL PLANNER™ professional.
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
Peter Murphy
Associate Relationship Manager
Peter 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 Peter is a key contributor to that for clients. He strives to strengthen relationships and consistently deliver an excellent client experience.
Peter is a graduate of Stonehill College where he earned a Bachelor’s in Finance. After graduating, Peter worked for Blackrock in their investment service center providing customer service to shareholders, financial advisors, and institutional clients on Blackrock’s ETFs, mutual funds, and closed end funds. In his free time Peter enjoys hiking, watching sports, and traveling. Peter has earned his SIE and Series 7 license.
Primary Duties at One Charles Private Wealth
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