Biographies
Shawn M. Charles, AIF®
Consultant, Chief Compliance Officer
May 2010 – present
shawn.charles@gosselinconsultinggroup.com
Shawn is one of the firm’s founding partners and has spent the past 18 years of his career focused on Defined Contribution (DC). He serves in both a consultative capacity to our clients and is a member of the company’s Investment Manager Research & Selection Committee.
Prior to launching Gosselin Consulting Group, Shawn was a member of Mercer Outsourcing’s DC Investment Services Team and provided retirement consulting services to the firm’s institutional clients. Shawn also spent seven years of his career managing Fidelity’s non-proprietary DC FundsNet program and collaborating with the firm’s investment consultants on plan investment design.
Shawn earned a B.A. in Psychology and a B.S. in Business Administration from the Whittemore School of Business and Economics (now the Peter T. Paul College of Business and Economics) at the University of New Hampshire (Durham). Shawn also earned the designation of Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 and has received formal training in investment fiduciary responsibility.
Previous Work Experience
Mercer Outsourcing
Defined Contribution Investment Services Team
Principal, Senior Investment Strategist
December 2006 – April 2010
Fidelity Investments
Defined Contribution Investment Services Team
Director, FundsNet Product Manager
November 1999 – December 2006
Fidelity Investments
Fidelity Brokerage Services – Personal Wealth Management
High Net Worth Product & Investment Consultant
June 1996 – November 1999