Charles S. Willauer

Senior Managing Director at Wellesley Investment Partners LLC

Charles S. Willauer

Charles S. Willauer

Senior Managing Director at Wellesley Investment Partners LLC

Overview
RelSci Relationships

482

Number of Boards

2

Contact Data
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Relationships
RelSci Relationships are individuals Charles S. Willauer likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Thompson Island Outward Bound Education Center, Inc.

Relationship likelihood: Strong

President at Wellesley Investment Partners LLC

Relationship likelihood: Strong

Chief Compliance Officer & Chief Operating Officer at Wellesley Investment Partners LLC

Relationship likelihood: Strong

Former Vice President, Private Wealth Management at Goldman Sachs & Co. LLC

Relationship likelihood: Strong

Vice Chairman at Girl Scouts of Eastern Massachusetts, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Director at Radius Bank Security Corp.

Relationship likelihood: Strong

Co-Founder at LearnLaunchX Management LLC

Relationship likelihood: Strong

Principal, Boston at HarbourVest Partners LLC

Relationship likelihood: Strong

Founder & Managing Director at The Venture Capital Fund of New England

Relationship likelihood: Strong

Co-Founder at Prio Wealth LP

Relationship likelihood: Strong

In The News
SNL Financial
September 12, 2014
Rockefeller & Co. hires SVP
The Deal Pipeline
September 11, 2014
Movers & shakers: Sept. 12, 2014
The Deal Pipeline
September 10, 2014
Movers & shakers: Sept. 11, 2014
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Charles S. Willauer
Senior Managing Director at Wellesley Investment Partners LLC
Education
BS in Engineering

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern is a leader in worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. Our broad mix of experience-based education programs—our signature cooperative education program, as well as student research, service learning, and global learning—build the connections that enable students to transform their lives. The University offers a comprehensive range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. Northeastern University's accreditation information

MBA

The F.W. Olin Graduate School of Business at Babson College offers graduate programs in these departments and concentrations: accounting, economics, entrepreneurship, finance, general management, health care administration, marketing, management information systems, production/operations management, quantitative analysis/statistics and operations research, and technology.

Career History
Senior Managing Director
2010 - 2014

Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and internationalstocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances.

Vice President
Prior
Professional
Prior

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

Boards & Committees
Trustee
Current

Thompson Island Outward Bound Education Center, Inc. provides programs for academic success, leadership and teamwork. Its programs include connections, summer expeditions, discovery, and outward bound professional. The company is headquartered in Boston, MA.

Member, Board of Trustees
Current

WINNER OF THE 2016 NATIONAL SCIENCE BOARD PUBLIC SERVICE AWARD, SEA EDUCATES AND INSPIRES OCEAN SCHOLARS, STEWARDS, AND LEADERS. SEA OFFERS HIGH SCHOOL AND UNDERGRADUATE STUDENTS AN ADVENTURE WITH A PURPOSE, COMBINING ACADEMIC STUDIES ON SHORE WITH HANDS-ON, FIELD-BASED LEARNING AT SEA ABOARD TALL SHIP RESEARCH VESSELS.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$250 - $499
2008

FAMILIES FIRST IS DEDICATED TO PROMOTING THE SECURE, NURTURING PARENT-CHILD RELATIONSHIPS THAT ARE THE FOUNDATION OF EVERY CHILD'S WELL-BEING AND FUTURE SUCCESS.

Political Donations
$500
2009

Partner at Nelson Mullins Riley & Scarborough LLP

$100
2006

President at Milken Institute - Center for Advancing the American Dream

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