About Us

CA Insurance License # 0H52913
AR Insurance License # 2890752

I remember as a child my father managing a very successful restaurant in town - and then later owning a not so successful restaurant. Knowing what I know now, I wish there would’ve been someone to help my family make better financial decisions in the good times, which then could have provided better opportunities in the down times. That is why I do what I do.

I grew up in central Maine (Orono), where everyone played a different sport each season. Baseball in the spring and summer, basketball in the winter (I try to forget about soccer in the fall - I am an awful soccer player). I had always been a part of a team growing up and realized I prefer working as part of a team in my professional life. I have partnered with another advisor, Marcello DePascale (an all-state soccer player from North Haven, CT).

Marcello’s strengths more than cover areas in which I'm not so strong in and who is the perfect complement to me on our Team. Sara Matschke, Casey Shevlin and Kayla Ross are the glue that keeps our team together. Sara began working with our team in 2009, Casey in 2018 and Kayla in 2023. They do such a great job helping our clients. I’m quite certain clients who call in prefer to talk to them rather than me!

My wife Michelle and I moved to Oxford, CT in 2005. Our son Alex (2007) is starting at Virginia Tech in the fall future class of ‘29 and daughter Riley (2009), a rising Junior at Lauralton Hall (High School) in Milford.  

Charles is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. 

I'm a Financial Planner on the March Wealth Advisory Team at Barnum Financial Group. Before joining the team, I spent several years at ARK Investment Management, where I focused on portfolio strategy, macroeconomic research, and trading in the public markets. That experience gave me a strong foundation in institutional investing, which I now use to help individuals build and preserve wealth with greater clarity and intention.

I moved into financial advising after realizing that many people, even those doing well financially, were not receiving the kind of strategic guidance typically available to large institutions. I joined March Wealth because I saw in Chuck and Marcello a deep commitment to transparency, thoughtful planning, and putting clients first. These are values I believe in and strive to reflect in my work. My goal is to help clients feel clear, confident, and in control of their financial decisions with a plan that reflects what matters most to them.

I graduated summa cum laude from Fairfield University with a degree in Economics and continue to stay involved through alumni and mentorship programs. I'm also an Ambassador for the Macro Institute and a member of the CFA Society.

In 2019, I was honored to receive the Symmetry Partners Investments Award, and my work has been featured in publications such as Hedgeweek and Institutional Investor. I also had the opportunity to present research at the Federal Reserve Bank of New York, which shaped how I think about the markets today.

Outside of work, I enjoy CrossFit and Olympic weightlifting, studying macroeconomic trends, traveling to Italy, and spending time at the beach in Saint Petersburg, Florida. I also enjoy history and cooking, and I bring the same curiosity and discipline to those interests as I do to my work with clients.

Julian is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.