About Charlie Furcolo
Charlie is an Executive Director, Private Wealth Advisor, with Morgan Stanley’s Private Wealth Division, joining The 415 Group as a partner in June of 2025.
Prior to joining MS PWM, Charlie spent 19yrs in Morgan Stanley’s Institutional Equities Division, most recently founding and leading the firm’s Sustainability Solutions Efforts, a global firmwide platform to deliver Sustainability Solutions to Morgan Stanley’s Institutional Investor, Corporate and Asset Owner client base. He has also held a variety of sales roles across Morgan Stanley’s Equity Division, spanning three different offices across San Francisco, Boston and New York, covering institutional clients across both US and International markets.
In addition to his current role, Charlie serves as a judge for Morgan Stanley Finance Academy, a career readiness program for US Based High School Seniors, and is a committee member for Morgan Stanley Inclusive and Sustainable Ventures, an accelerator program for non-profits. Prior to joining Morgan Stanley in 2006, Charlie worked at Cambridge Associates in Boston.
Originally from Wellesley, Massachusetts, Charlie attended the University of Massachusetts (Amherst). Charlie lives in Corte Madera, California with his wife and two kids. Outside of work, Charlie enjoys coaching youth sports, travelling, skiing, running, and spending time with family. Giving back, his passions are in public education and mental health.
Securities Agent: PR, CO, CA, SC, RI, NE, MD, FL, AK, ND, LA, KY, DE, IN, PA, NM, KS, IA, GA, WY, MI, WI, OR, NH, MN, ME, CT, AZ, AR, WV, VT, TX, MA, WA, VI, OK, IL, DC, AL, UT, SD, NV, NJ, NC, ID, HI, VA, TN, OH, NY, MT, MS, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2754321