Charles W. Soucy, CPCU, CLU, ARM

Charles W. Soucy
CPCU, CLU, ARM

Principal


72 River Park St., Suite 201
Needham, MA 02494
Tel: 781-449-2866
Fax: 781-449-5340

Expertise

  • Financial Institutions

  • Educational Institutions

  • Health Care

  • Real Estate

  • Manufacturing

Responsibilities

Chuck is a Principal of the firm and has expertise in the educational and financial service institutions industries.  He also serves a wide range of clients in industries ranging from multi-national corporations to closely-held businesses within manufacturing, retail, real estate, energy and healthcare sectors.

Experience

 

Chuck has over 40 years in the industry, 33 of which have been with the firm. Prior to that he served as President of a Greater Boston insurance agency.

Education

 

  • B.S., Economics, Wharton School at University of Pennsylvania

  • Chartered Property & Casualty Underwriter (CPCU)

  • Chartered Life Underwriter (CLU)

  • Associate in Risk Management (ARM)
     

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