Charles Bohlen, Jr., CFA

Charles Bohlen, Jr., CFA

Co-Chief Investment Officer

Co-Chief Investment Officer

BA History & Literature, Harvard College (magna cum laude)
J.D., Yale Law School

Charlie joined SFE in 2001 as Chief Investment Officer and institutionalized SFE’s core investment framework which is underpinned by our Merit Monitor.  Charlie was early in the socially responsible / sustainable investing movement and created the firm’s Pathways strategy.  He is currently Co-Chief Investment Officer, co-chairs our investment committee and, along with Jim Moylan, co-manages SFE’s investment strategies and reviews client accounts on a regular basis with each client manager. Charlie is an SFE shareholder.

About Charlie:
Charlie is the son of a prominent US diplomat who spent his childhood in Russia, France and the Philippines. Prior to joining SFE in 2001, Charlie worked in a variety of corporate settings, including banking and international finance. Charlie was admitted to the Bar in California, Minnesota, and the District of Columbia. He serves as treasurer of the non-profit Antaeus Theatre Company.



Financial Advisor