Esther Loyer Charles brings vast experience to McCarter Private Wealth Services, having worked in the fields of institutional trust, healthcare compliance, investment, and custody. She has worked for such companies as Burns & Levinson Asset Management, LLP, The Boston Company/BNY Mellon, MediRegs Inc., Loomis, Sayles & Company, and State Street Corporation, where she held the positions of Senior Trust Specialist, Product Manager, Fixed Income Operations Analyst, and Fund Accounting Manager, respectively.
As the Investment Operations Analyst at McCarter Private Wealth Services, Esther monitors and executes all client requests, which includes all aspects of bookkeeping, forecasting, management of cash, and clients’ distributions and tax payments. She oversees client communications and maintains direct contact with brokers, custodians, and clients to ensure excellent customer service.
Esther graduated from Northeastern University with a major in Business Administration and a minor in Management.