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Charlie Massimo `84

Charlie MassimoCharlie Massimo is the President and Founder of CJM Wealth Management, a firm that has been named the top wealth management company on Long Island by NABCAP. He started his career in 1984 as a compliance officer at Shearson Lehman Brothers and then moved to New York Life Insurance Company as a senior representative and later joined Merrill Lynch as a financial consultant in the Private Client Group. In 1999, he moved to Smith Barney as vice president of investments. 

In 2003, Charlie founded CJM Wealth Management. Now, ten years since opening, CJM Wealth Management manages roughly $300 million in client assets and invests in over 12,000 stocks in more than 20 countries.

On August 24th, 2012, Charlie was recognized as one of NABCAP’s Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management. 

More recently, he was listed in the 2014 volume of “America’s Select Financial Advisors,” and his firm was named “Premier Wealth Management Company on Long Island” by NABCAP’s.  Additionally, he just completed his first book, Getting Off The Street – Sane Investment Advice from One of the Nation’s Leading Wealth Managers.

Married and the father of triplets, one daughter and two sons, both of whom are on the autism spectrum, Charlie realizes that each of his clients has a vision for their life and the lives of their loved ones. One of the hallmarks of Charlie’s vision is his professional fulfillment born of knowing he has helped his clients achieve their financial goals, build the life they desire, and benefit from having a trusted advisor with whom they enjoy a warm, open relationship.

What Being a Manhattanville Alumnus Means to me

Manhattanville, or more fondly referred to as the ‘ville, has provided me with some of my greatest memories and life learning experiences. My strongest friendships are the ones I started at Manhattanville and still have to this day. Looking back I realize the value a Liberal Arts education, offering a diverse learning and social experience, has had on my life. Providing a culture that afforded me the opportunity to express myself in my own unique way, coupled with an excellent academic focus, has shaped me into the successful business owner, community leader, husband and father that I am today.

I am happy to see how Manhattanville has been able to grow its campus, programs and fine reputation, while staying true to its core values of ethical integrity and social responsibility.

With my daughter Elaina approaching 14, I am excited to visit Manhattanville with her in the next few years with the hopes of the ‘ville being on the top of her list of colleges to attend.