Charlie Evangelakos

Charlie Evangelakos

Founding Partner
Chief Financial Officer

Charlie is a co-founder of Pallas Capital Advisors. He has more than 25 years of experience in the financial services industry. Charlie’s focus is to help highly affluent families, corporate executives, and business owners manage the unique complexities of their financial health and legacies. Charlie advises clients on estate taxes, philanthropy, business succession, executive compensation, multi-generational planning, and wealth accumulation. He believes every client and family we serve is unique and deserves an unbiased and thoughtful plan.

Over the past 20 years, Charlie built a wealth advisory business at Sagemark Private Wealth Services, where he advised Fortune 500 CEOs, affluent families, and prominent business owners. Prior to Sagemark, Charlie was Vice President and Director of Estate Planning for Prudential Securities. He also has significant experience and a deep understanding of the commercial real estate business, both as a former real estate manager and currently as an owner of private real estate.

Charlie along with Pallas co-founders Richard Mullen and Greg Boyle will dedicate their time to thought leadership, oversight of client engagement, coaching, and training of team members to make Pallas a world-class wealth management firm.

Charlie lives in Chestnut Hill, MA with his wife and has three children. In his free time, Charlie enjoys playing squash, golf, and outdoor activities. He has been an active participant in the Broader Boston Community and has served on several boards and advisory committees, including Mercantile Bank, Commerce Bank, Brookline Foundation, Worcester Academy, Boston Estate Planning Council, and a Trustee of the Chapel Hill Chauncy Hall School.

Charlie is a graduate of Worcester Polytechnic Institute where he holds a bachelor of science degree in mechanical engineering.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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