Charles Polka

Managing Director

Charlie joins Diversified Capital Management with a wealth of experience developed over the course of his 18 years in the financial services industry. For the past four years, he has been a Vice President at Hill & Associates, Inc.

A native of New Haven, CT, Charlie held previous affiliations in banking and insurance channels before making a successful transition into the world of independents. He has experience working with high net-worth retirees, established entrepreneurs, up-and-coming business owners, and working families.

Charlie is quick to collaborate and consult with attorneys, accountants, and insurance agents as needed on behalf of clients.

"I think of myself as a Personal CFO and Financial Quarterback. Being an Independent Advisor aligns with my values and pushes me to improve each day. I work for my clients and my clients alone and am able to pursue every possible financial solution available in the marketplace. My operating principles are simple: treat clients with respect and transparency, keep things simple, and do what you say you will do."

Charlie graduated magna cum laude from Syracuse University, where he was inducted into Phi Beta Kappa and honored to be a Syracuse Remembrance Scholar. He subsequently earned his Master of Public Administration (MPA) from The Maxwell School.

He enjoys traveling, tennis, playing sports with his two active kids, reading non-fiction, and cookouts with friends.  

Charlie holds the Series 7 and 66 designations and is securities licensed in CA, CT, DE, FL, NY, SC, WY, and WA.

Phone 315-552-5321
Fax 315-701-2789
Mobile Phone 860-395-7858