Charles Pouliot


Senior Managing Director - Investments
(212) 729-7822 CPouliot@Bridgewaywp.com

Charles Pouliot is a Senior Managing Director for Bridgeway Wealth Partners where he provides wealth management services to his clients. Prior to joining Bridgeway, he was a Senior Portfolio Manager with Avenir Private Advisors. Prior to that, Mr. Pouliot spent 10 years with Merrill Lynch as a Senior Portfolio Manager and Senior Vice President of Global Wealth & Investment Management. 

While at Merrill Lynch Mr. Pouliot was invited to join the Practice Management Development Program, graduating at the top of his class. He was subsequently invited to join Merrill Lynch’s Circle of Excellence Club, the Chairman’s Club, and the President’s Club. Mr. Pouliot is graduate of Ohio Wesleyan University where he earned his bachelor’s degree in Economics Management. He holds the designation of Chartered Retirement Planning Counselor (CRPC®).
 

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