Broker Check


At Boardwalk Capital Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an financial solution that is designed to address your individual needs -- meeting both your financial AND your social objectives.


Mr. Sadler is a 30-year industry veteran, heading all research and advisory services for Boardwalk. His experience includes wealth management for affluent clients of prominent financial firms across the US and managing a top mutual fund.

Read more

Charles A. Smith

Advisory Board Member, Financial Advisor

Charles A. "Charlie" Smith has served in a variety of capacities for prominent investment firms for well over a decade.  He focuses on advising high net worth investors on sustainable investment strategies...

Read more

Gerald J. Walsh

Advisory Board Member

Gerry Walsh is serves on the advisory board of Boardwalk Capital Management. He has decades of experience in investment management and investment banking across the US and Eastern Europe.

Read more

Bill McRae maintains a broad corporate and transactional law practice focused on the diverse needs of businesses and business owners. He also provides sophisticated estate and asset protection planning advice to business owners and...

Read more

Mary H Sadler

Chief Inspiration Officer

Mary Sadler is a lifelong advocate for responsible corporate behavior. She is the driving force behind the firm’s sustainable and responsible investment strategies.

Read more