One Charles Private Wealth

Oscar Bunting is a financial advisor at One Charles Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining One Charles Private Wealth in 2025, he attended the University of Massachusetts Amherst and held various educational roles. One Charles Private Wealth provides tailored wealth management and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate retirement plans and other institutional clients. The firm employs a “Circle of Care” approach that integrates risk mitigation and risk-taking, offering access to third-party managers, alternative funds, and option-based strategies, supported by its affiliation with Focus Financial Partners.

Jack Mc Carty is a financial advisor at One Charles Private Wealth in Hingham, MA, holding a Series 65 designation with one year of industry experience. Prior to joining One Charles, he worked at Loomis Sayles and Rise Private Wealth Management. Outside of finance, he has experience in the hospitality industry, having worked at 1230 Ocean Bistro. One Charles Private Wealth provides tailored wealth management and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate retirement plans and institutional clients. The firm employs a “Circle of Care” approach, combining risk mitigation and risk-taking, and utilizes a range of investment strategies including third-party managers, privately placed funds, option-based overlays, and facilitates credit and cash management solutions through its affiliations.

Veronica Walsh is a financial advisor at One Charles Private Wealth with a Series 65 designation. She has experience working at Blackstone and Ironsphere prior to joining One Charles Private Wealth. One Charles Private Wealth provides tailored wealth management and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate retirement plans and other institutional clients. The firm employs a “Circle of Care” approach that integrates risk mitigation and risk-taking, coordinating with clients and other professional advisors to align portfolios with life goals and risk profiles.

Erik Wallin is a Series 66-licensed financial advisor with over 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and One Charles Private Wealth since 2015. Wallin serves as a managing partner at One Charles Private Wealth, where he provides portfolio and strategy management. One Charles Private Wealth offers tailored wealth management and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate retirement plans and institutional clients. The firm employs a “Circle of Care” approach that integrates risk mitigation and risk-taking, utilizing third-party managers, alternative funds, and option-based overlays to align portfolios with clients’ life goals and risk profiles.

Paul Squarcia Jr. is a financial advisor at One Charles Private Wealth with 25 years of industry experience. He holds the Series 66 designation and has worked at One Charles Private Wealth Services, LLC since 2017 and Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he serves on the board of directors for the Boys & Girls Club and owns a professional sport fishing team that competes in tournaments. One Charles Private Wealth provides tailored wealth management and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate retirement plans and institutional clients. The firm employs a “Circle of Care” approach that integrates risk mitigation and risk-taking, coordinating with clients and their other professional advisors to align portfolios with life goals and risk profiles.