Paul A. Squarcia

Leadership Team
Paul A. Squarcia, Jr.
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617-337-4208

Paul is part of the Leadership Team at 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 Digital Cane Services/Sleep Med. His focus is on an integrated approach which takes into account the personal dynamics of the client’s family wealth. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod and is a member of the Mashpee Yacht Club and Cape Cod Corvette Club. Paul enjoys fishing and boating with his wife Angela, and two children, Ella and Ben. He holds the following professional licenses: Series 7, 9, 10, 66, LAH.

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