Charles Pawlik

Charles Pawlik

Investment Committee Member at Beacon Investment Advisory Services, Inc.

Finance
Consumer Services

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

CompaniesPositionStart
Investment Committee Member 2018-10-31
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Former positions of Charles Pawlik

CompaniesPositionEnd
Portfolio Manager-Equities -
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Training of Charles Pawlik

The Pennsylvania State University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

3

1st degree companies

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Linked companies

Private companies2

Finance

Finance

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