Charles Pawlik
Investment Committee Member at Beacon Investment Advisory Services, Inc.
Profile
Mr. Charles Pawlik, CFA, is a Managing Director & Portfolio Manager at Beacon Investment Advisory Services, Inc. He serves as co-portfolio manager of the Beacon Core Equity Strategy.
Mr. Pawlik also serves on the Investment Committee at Beacon Investment Advisory Services.
Prior to joining Beacon Trust, Mr. Pawlikserved as Investment Officer for a private wealth management firm with roughly half a billion in assets under management, and advised several of the firms larger relationships.
He was previously employed as a Senior Vice President & Portfolio Manager by Tirschwell Loewy & Friedner Investments.
He has a bachelor’s degree from Penn State University, is a CFA charterholder (CFA), and a CERTIFIED FINANCIAL PLANNER™.
Charles Pawlik active positions
Companies | Position | Start |
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Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Committee Member | 2018-10-31 |
Former positions of Charles Pawlik
Companies | Position | End |
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Tirschwell Loewy & Friedner Investments
Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Portfolio Manager-Equities | - |
Training of Charles Pawlik
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Tirschwell Loewy & Friedner Investments
Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Finance |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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