Charles Evangelakos - Board Member
Charlie is an accomplished wealth manager at Sagemark Consulting with over 24 years of experience helping highly affluent families, corporate executives and business owners manage the unique complexities of their financial health and legacies. Charles has advised Fortune 500 CEO’s, executives, multi-generational families and prominent business owners. He creates a wealth blueprint that is customized for each client and shared with the client’s other advisors to coordinate their financial and personal objectives. In 2016 he was listed as one of New England’s Premier Financial Advisors by the Wall Street Journal. He was also named the 2015 Planner of the Year for Lincoln Financial Network (LFN), which is awarded annually to the leading financial advisor among thousands affiliated nationally with LFN.
Charlie is an active participant in the Broader Boston Community and has served on several boards and advisory committees, including those for Mercantile Bank, Commerce Bank, Brookline Foundation, Worcester Academy and the Boston Estate Planning Council. He is a graduate of Worcester Polytechnic Institute, is an avid squash player and lives in Chestnut Hill, MA. with his wife and three children.