Charles J. Zambri is a wealth management financial advisor based in Boston.
CAPTRUST welcomed Charlie Zambri in 2024, when Boston Financial Management (BFM) became CAPTRUST.
As the chief operating officer and chief compliance officer of BFM, he’s been responsible for the day-to-day operations of the firm, and he’s overseen the client service team and the support they provide to advisors.
Before joining BFM, he was with State Street Bank & Trust in their Wealth Manager Services division, holding various roles in operations and relationship management, working with RIAs, trust companies, and large private banks to provide custody, operations, and technology solutions.
Charlie earned Bachelor of Science degree in business administration from Saint Michael’s College, a Master of Business Administration degree from Boston College’s Carroll School of Management, and Master of Science degree in finance from Boston College’s Carroll School of Management.
When not at work, he enjoys spending time with his wife and three young sons (whose soccer teams he coaches). He is also an avid runner and reader.
Education
- Bachelor of Science, business administration, Saint Michael’s College
- Master of Business Administration, Boston College Carroll School of Management
- Master of Science, finance, Boston College Carroll School of Management
Industry Designations
- Masters of Business Administration