Principal – Flex Equity
Charlie is responsible for sourcing, evaluating and analyzing investments made under the firm’s non-control Flex Equity strategy.
Prior to joining Huron Capital, Charlie was a Director of BMO Private Equity (U.S.), Inc. with a $300 million junior capital commitment focused on investing in middle-market businesses across a variety of industries. His responsibilities there included origination, account management, valuation and financial analysis. Prior to joining BMO, Charlie worked at Bank One (now part of J.P. Morgan Chase) in a variety of coverage and product groups including Finance and Leasing, High Yield Sales and Trading, and Bank One Mezzanine.
B.A. in Marketing from Michigan State University; M.B.A. Loyola University Chicago with a concentration in Finance.
Fun Fact About Charles
Charlie enjoys fishing, riding his motorcycle, and watching Spartan sports, as well as spending time with his wife, daughter, and son. Charlie was voted “Most Improved Player” on his high school basketball team which finished 5-15, increasing its win total over the prior year by 67%!