Paul Squarcia | Founding Partner | Leadership Team | OCPWS
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Paul A. Squarcia, Jr.

Founding Partner

(617) 337-4208

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Paul is the founder of One Charles Private Wealth. As a 15-year veteran of Merrill Lynch and the former Senior Resident Director for the Hyannis, MA complex, Paul led a staff of financial advisors in providing customized wealth management solutions for affluent individuals and their families, businesses and charitable organizations. Mr. Squarcia is known as a valuable resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide recommendations for the preservation and transfer of wealth to future generations.

Prior to Merrill Lynch, Paul spent 16 years in the corporate world. He held various positions in Business Development at State Street Global Advisors, Merck Company and Digitrace Care Services/Sleep Med. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod. Paul holds the following professional licenses:  Series 7, 9, 10, 66, Life and Health Insurance, and Property and Casualty Insurance.

Primary Duties at One Charles Private Wealth
  • Provides strategic direction for the firm

  • Provides oversight of client services to the firm

  • Facilitates tax, retirement, estate, and other wealth management strategies

  • Sources alternative investment opportunities for our clients

  • Serves on the OCPW Investment Committee

  • Coordinates comprehensive banking solutions for clients

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