Bio
Charlie joined V-Square Quantitative Management 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 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 fund managers. This experience gives Charlie valuable insights into the priorities of clients, enabling him to address their needs effectively.
He received a BBA in Finance from Michigan State University and is a CFA® charter holder.