Charlie Evangelakos

Charlie Evangelakos

Founding Partner
Chief Financial Officer

Charlie is a co-founder of Pallas Capital Advisors. He has more than 25 years of experience in the financial services industry. Charlie’s focus is to help highly affluent families, corporate executives, and business owners manage the unique complexities of their financial health and legacies. Charlie advises clients on estate taxes, philanthropy, business succession, executive compensation, multi-generational planning, and wealth accumulation. He believes every client and family we serve is unique and deserves an unbiased and thoughtful plan.

Over the past 20 years, Charlie built a wealth advisory business at Sagemark Private Wealth Services, where he advised Fortune 500 CEOs, affluent families, and prominent business owners. Prior to Sagemark, Charlie was Vice President and Director of Estate Planning for Prudential Securities. He also has significant experience and a deep understanding of the commercial real estate business, both as a former real estate manager and currently as an owner of private real estate.

Charlie along with Pallas co-founders Richard Mullen and Greg Boyle will dedicate their time to thought leadership, oversight of client engagement, coaching, and training of team members to make Pallas a world-class wealth management firm.

Charlie lives in Chestnut Hill, MA with his wife and has three children. In his free time, Charlie enjoys playing squash, golf, and outdoor activities. He has been an active participant in the Broader Boston Community and has served on several boards and advisory committees, including Mercantile Bank, Commerce Bank, Brookline Foundation, Worcester Academy, Boston Estate Planning Council, and a Trustee of the Chapel Hill Chauncy Hall School.

Charlie is a graduate of Worcester Polytechnic Institute where he holds a bachelor of science degree in mechanical engineering.

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