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
Anna Strohsahl, CFP®
Chief Operating Officer
Anna Strohsahl is Chief Operating Officer (COO) at One Charles. In her role, Anna oversees all client service, technology and operations, information and systems technology, HR, trading, and reporting. Anna helps create a positive client experience aimed at streamlining and enhancing the well-being of the client and/or their families we serve.
Anna has over 10 years of experience with both large and small financial services organizations and has proven abilities in strategy development and implementation, organizational design, and process improvement. She is client-focused with strong team-building, relationship-building, and leadership skills.
Prior to One Charles, Anna was at a multi-family office in Palm Beach, Florida, where she managed the firm’s transition from an RIA to MFO successfully. Her experience includes being a director of the client service for a top revenue-producing team at Morgan Stanley PWM in Buckhead, Atlanta, along with Institutional Fixed Income Sales at Voya Investment Management.
She graduated from Florida State University with a degree in Applied Economics. She also attended the University of Georgia where she completed the executive program for financial planning and received her Master’s in Finance. She holds her CFP®, Series 7, Series 66, and Series 63.
She has worked in Atlanta and Manhattan and currently resides in Palm Beach with her golden retriever, Winston. Anna enjoys playing tennis and golf, and being very active within the charity circuit of Palm Beach Island. She is a huge advocate for financial literacy amongst the underprivileged.
Wealth Management Team
Wealth Advisor
Relationship Manager
Executive Assistant
Finance & HR
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
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
Alison Donovan
Executive Assistant
Alison joins One Charles Private Wealth as Executive Assistant supporting the team administratively as well as with client-centric office operations. Our firm prides itself on offering best-in-class, personalized services and Alison is a key contributor to that for clients. She brings over eleven years of experience supporting C-level executives in the financial industry at companies including Grantham Mayo Van Otterloo & Co. and GenLeg, Inc.
Alison received her BA in English and Communications from Roanoke College and brings her exceptional ability to manage all aspects of internal and external communications. In her free time, Alison enjoys reading, running, biking and spending time with her family.
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
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