Our People

Charles Pawlik, CFA, CFP®

Managing Director
Lead of Investment Strategy

Charles Pawlik is the Managing Director, Lead of Investment Strategy at Beacon Trust. Charles plays a leadership role on the Investment Committee of Beacon Investment Advisory Services and makes significant contributions to the firm’s overall macroeconomic views, guiding asset allocation and portfolio construction. Charles is also responsible for managing the open architecture mutual fund and ETF platform, including leading investment decision-making and due diligence efforts for the investment team. Charles develops written investment pieces discussing the firm’s views on the economy and financial markets, disseminated to the firm’s client base, prospects, and COI’s. Charles also serves as co-portfolio manager of the Beacon Core Equity Strategy, the firm’s flagship individual stock strategy. Charles works directly with clients in the management of their portfolios, and has played a significant role in business development efforts.

Prior to joining Beacon Trust, Charles was a shareholder in and served as Investment Officer for a private wealth management firm with roughly half a billion in assets under management, also providing comprehensive wealth management advice to several of the firm’s larger relationships. Mr. Pawlik has a bachelor’s degree from Penn State University, is a Chartered Financial Analyst (CFA), and a CERTIFIED FINANCIAL PLANNER™ (CFP). Mr. Pawlik is a member of the CFA Institute and the New York Society of Security Analysts.