Carl R. Hall, CFA®

Vice President / Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Carl R. Hall, CFA®, is wealth management financial advisor based in Boston.

A Chartered Financial Analyst, Carl R. Hall has been in the wealth management industry since 1998, specializing in investment strategy and global asset allocation. In prior roles, he was in investment management and fintech entrepreneurship.

Carl earned his Bachelor of Arts degree from Bowdoin College, and his Master of Business Administration degree from Babson College.

When not working, he enjoys spending time with his two kids.

Education

  • Bachelor of Arts, Bowdoin College, Brunswick, Maine
  • Master of Business Administration, Babson College, Wellesley, Massachusetts

Industry Designations

  • Chartered Financial Analyst®

Resources

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