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Charles Andriole

Charles Andriole

Senior Vice President - Investments

Followers of Charles Andriole2000 followers
location of Charles AndrioleNew York City Metropolitan Area

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  • Timeline

  • About me

    Founder, Managing Partner: CA Advisory, LLC

  • Education

    • New York Institute of Finance

      1988 - 1989
      Post Graduate Studies Technical Financial Market Analysis

    • Harvard University

      2007 - 2008
      Executive Education Behavioral Finance

    • Villanova University

      1975 - 1982
      Psychology / Economics

    • Villanova University

      1975 - 1979
      Bachelor of Arts Psychology

      Activities and Societies: Soccer

    • The University of Chicago Booth School of Business

      2006 - 2007
      Executive Education Portfolio Management Analytics

    • Villanova University

      1980 - 1981
      Post Graduate Studies Accounting

    • The Wharton School

      2005 - 2006
      Executive Education Business Leadership

    • New York University

      1986 - 1987
      Post Graduate Studies Finance

  • Experience

    • Merrill Lynch

      Nov 2004 - Nov 2013
      Senior Vice President - Investments

      Charles Andriole was a Senior Vice President - Investments - Merrill Lynch and the Senior and Managing Partner and Senior Investment Strategist and Senior Portfolio Manager of The Andriole Group. He joined Merrill Lynch in 2004.

    • The Andriole Group

      Nov 2013 - Sept 2023
      Managing Director, Partner

      The Andriole Group is a multi-discipline team of core professionals serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. Developing and maintaining meaningful relationships with our clients is fundamental to our culture and to our investment strategy, as these relationships allow us to help our clients achieve financial success on their terms. With interests fully aligned, The Andriole Group provides transparent, comprehensive guidance that our clients value and trust. This is more than just our pledge - it is our moral and legal duty as fiduciaries. Show less

  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Jan 1995

    • Certified Portfolio Manager (CPM)

      GAFM Global Academy of Finance & Management ® - ISO 21001 Certified International Board of Standards
      May 2011

    • Series 7 - General Securities Representative Examination

      FINRA
      Apr 1982

    • Series 3 - National Commodity Futures Examination

      FINRA
      Feb 1988

    • Series 65 - Uniform Investment Adviser Law Examination

      FINRA
      Nov 1992

    • Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity

      Connecticut Insurance Department
      Apr 2003

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA
      May 1983

  • Honors & Awards

    • Awarded to Charles Andriole
      Alexis de Tocqueville Society Award United Way of Greater New Haven

  • Volunteer Experience

    • Founder - The Andriole Fund

      Issued by BRANFORD COMMUNITY FOUNDATION
      BRANFORD COMMUNITY FOUNDATIONAssociated with Charles Andriole

    • Board Member

      Issued by United Way of Greater New Haven
      United Way of Greater New HavenAssociated with Charles Andriole

    • Board Member

      Issued by The Children's Center of Hamden
      The Children's Center of HamdenAssociated with Charles Andriole

    • Chairman - Board of Managers

      Issued by Soundview Family Ymca
      Soundview Family YmcaAssociated with Charles Andriole

    • Board Member

      Issued by Central Connecticut Coast YMCA
      Central Connecticut Coast YMCAAssociated with Charles Andriole

    • President

      Issued by YALE YOUTH HOCKEY ASSOCIATION INCORPORATED
      YALE YOUTH HOCKEY ASSOCIATION INCORPORATEDAssociated with Charles Andriole