Veronica Walsh | Leadership Team | OCPWS
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Veronica Walsh

Veronica leads client service operations, overseeing the Relationship Management team to ensure a seamless and personalized client experience. She drives operational efficiency while helping uphold the firm’s commitment to exceptional service.

Veronica earned a Bachelor of Science degree in Public Relations from the University of Miami in Coral Gables. Before joining the firm, she worked in the Office of the Global Business Head of Blackstone Multi-Asset Investing, where she supported high-level strategic initiatives and gained valuable insight into the asset management industry.

Veronica is bilingual, speaking both English and Polish. Outside of the office, she enjoys running, reading, and traveling.

Primary Duties at One Charles Private Wealth
  • Manages all operations and client service needs

  • Acts as a client liaison to our third-party vendors and custodial relationships

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

  • Assists in scheduling portfolio reviews and wealth management meetings

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