News: Financial Digest
Posted: December 11, 2008
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
Tags:
Financial Digest
MORE FROM Financial Digest
Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank
Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
Quick Hits
Columns and Thought Leadership
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.
Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)
The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.
