Chuck Bean

No open positions remaining

Finance

Consumer Services

Profile

Mr. Charles S.
Bean, III, is a Founder & Chairman at Heritage Financial Services LLC.
He founded the firm in 1995.
He volunteers on local boards and mentors students.
He’s founder and president of the Boston Benefits Foundation, and a member of the Board of Trustees of the New England Chapter of the National Multiple Sclerosis Society.
Mr. Bean was employed as a Principal by The Cambridge Group and John Hancock Financial Services, Inc. He received his undergraduate degree from Wallace E Carroll School of Management.

Former positions of Chuck Bean

Companies	Position	End
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set.	Chief Executive Officer	2022-12-31
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth offers an array of securities products, including common and preferred stocks, municipal, corporate, and government fixed income securities, mutual funds, exchange-traded products (ETPs), options and derivatives, unit investment trusts (UITs), and variable insurance products. The firm’s advisory services platform also allows advisors to offer clients managed account investment options through their Preferred Portfolio Services (PPS) program and unaffiliated third-party asset manager (TPAM) programs.	Corporate Officer/Principal	2009-12-30
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Corporate Officer/Principal	-

See the detail of Chuck Bean's experience

Training of Chuck Bean

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Chuck Bean's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Finance
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth offers an array of securities products, including common and preferred stocks, municipal, corporate, and government fixed income securities, mutual funds, exchange-traded products (ETPs), options and derivatives, unit investment trusts (UITs), and variable insurance products. The firm’s advisory services platform also allows advisors to offer clients managed account investment options through their Preferred Portfolio Services (PPS) program and unaffiliated third-party asset manager (TPAM) programs.	Finance
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set.	Finance
Wallace E Carroll School of Management Wallace E Carroll School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

See company connections