Bio
Charlie joined V-Square Quantitative Management in 2024 as a Client Portfolio Manager, bringing a deep commitment to client engagement and a passion for innovative investment strategies. In his role, Charlie collaborates with clients to support their investment goals and actively contributes to V-Square's research and strategy development.
Charlie brings more than 5 years of experience in the investment and asset management industry from past roles at First Trust Capital Management and Plante Moran, where he focused on analyzing and investing with managers across asset classes, through primary fund commitments, secondary investments, and co-investments. This experience gives Charlie valuable insights into the priorities of clients.
He received a BBA in Finance from Michigan State University. Charlie is a CFA® charter holder and an active member of the CFA Society Chicago.