Our People

Advisors

CHARLES C. WEEKS JR., JD, CFP®

Founding Partner

Charles' Bio

Charles is a graduate of LaSalle University where he majored in Finance and minored in Accounting. He also earned is Juris Doctorate at Villanova University School of Law. Prior to starting Barrister in 2010, Charles held roles as an analyst and investment advisor at Merrill Lynch, Morgan Stanley, Accenture and an independent RIA.

In addition to his work at Barrister, Charles is an educator of industry professionals and college students seeking to obtain the CFP® designation. Charles completed the education, examination, experience, and ethical requirements of the Certified Financial Planner Board of Standards and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Charles is also a CFP® Board ambassador.

PAUL SAVINI, CFP®

Partner

Paul's Bio

Paul earned a Bachelor of Science degree in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania. Paul was also an athlete at Penn and earned 3 letters with the Varsity Football team. After graduating, Paul embarked on an international career in the institutional fixed income markets with roles as a bond trader, trading desk manager and global trading head, as well as a portfolio manager.

Paul transitioned back to the United States in the summer of 2018 and joined Barrister as a partner. Paul completed the education, examination, experience, and ethical requirements of the Certified Financial Planner Board of Standards and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Affiliated Advisors

DOUGLAS F. GRANT, CFP®

Douglas' Bio

Douglas F. Grant earned a Bachelor of Science degree in Business Management from Saint Peter’s University. Doug was also the captain of Saint Peter’s Division I Baseball team. Prior to working as an independent financial advisor, Doug worked at Axa Equitable, Fidelity Investments, and Total Financial Concepts, Inc.

In 2018 Doug founded Grant Asset Management to more work more closely with individuals on their financial planning needs. Doug completed the education, examination, experience, and ethical requirements of the Certified Financial Planner Board of Standards and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

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