Charles Harvey Vice President of Investments UBS Financial Services
Name: Charles Harvey
Title: Vice President of Investments
Company: UBS Financial Services
Location: 1099 Hingham St., Rockland, MA 02370
Birthplace and year: Wilmington, Del., 1959
Family: Wife, Kathy; children: Jake, Kaitlyn, Stephanie
College: University of Denver, BS, Business Administration with double major in Finance & Marketing
First job outside of finance: Sold hot cocoa for Carnation Corp.
First job in finance or allied field: Securities industry for Paine Webber
What do you do now and what are you planning for the future? I specialize in investment management for the individual and corporation and retirement plans. My philosophy is based on adhering to a long term strategy.
Hobbies: Certified lacrosse referee and coach, boating
Favorite book: Anything by Nelson DeMille, esp. "The Lions Game"
Person you admire most (outside of family): Jack Lebel (former president of Mass. Board of Realtors)
Key to success: Listen to your clients
If you had to choose another vocation what would it be? Lacrosse coach
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.