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About Charlie
Charlie Toole joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. He serves as a member of the firm's senior investment committee. An engineer by training, Mr. Toole has over 14 years of investment experience. He earned his Chartered Financial Analyst® (CFA®) designation in 2008 and his Certified Financial Planner® (CFP®) designation in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.
Charlie's Videos
In the era of low interest rates and heightened volatility, where can investors look for dependable income? Portfolio managers, Charlie Toole and Steve Johnson, explain how a traditional dividend model and a tactical income strategy work together to provide rising income and total return.
Charlie Toole
DIVIDEND
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