Charles Andriole, CIMA®, CPM®
Founder and Managing Director
Charlie is Founder and Managing Director at Granite Islands Private Wealth, an independent, planning-driven firm committed to being the premier boutique wealth management group for individuals, families, and businesses.
He has 40 years of experience and holds the Certified Portfolio Manager®* and Certified Investment Management Analyst®* designations.
Charlie founded Granite Islands with four core values in mind: integrity, respect, excellence, and client focus. These values have guided Charlie throughout his career, including his decades of experience managing The Andriole Group. He started his financial career at Merrill Lynch where he earned the title Senior Vice President – Investments.
He is a member of the Investments & Wealth Institute and former member of the Chartered Financial Analyst Institute, the New York Society of Security Analysts, and the Board of Directors of the Academy of Certified Portfolio Managers. He has been recognized as part of Barron’s “Top 1000 Advisors by State” and the Financial Times’ Top Retirement Plan Advisors. He was also inducted into Research Magazine’s Advisor Hall of Fame and honored by Connecticut Magazine as one of the Top Financial Advisors in Connecticut.
From the beginning of his 40+ year career, Charlie has been committed to mentoring and enabling next generation leaders, which continues to be a passion as he shapes the future of Granite Islands Private Wealth.
Charlie earned his Bachelor of Arts degree in Psychology from Villanova University. He completed postgraduate studies in Accounting at Villanova University, Finance at New York University, Technical Market Analysis at the New York Institute of Finance, as well as Executive Education in Business and Leadership at the University of Pennsylvania’s Wharton School of Business, Portfolio Management Analytics at the University of Chicago Graduate School of Business, and Behavioral Finance at Harvard University. He is an active member of the community, including his work with Yale Youth Hockey and Branford’s Community Dining Room
Barron’s Top 1000 by State – 2006 & 2007
Opinions provided by Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc.
Financial Times Top Retirement Plan Advisors – 2016 & 2017
Opinions provided by Financial Times and is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. Financial Times rankings are not indicative of future performance and do not guarantee investment success or higher level of performance results and not an endorsement of the adviser. Compensation was not received from anyone for the study.
Research Magazine’s Advisor Hall of Fame – 2004
Opinions provided by Research Magazine and is based on Candidates who have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study.
Connecticut Magazine Top Financial Advisors in CT – 2008
Opinions provided by Connecticut Magazine are based on a self-completed questionnaire regarding data about the individual, firm, and other information. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study.
