As President and Chief Operating Officer, Charles is responsible for formulating and implementing the firm’s strategic plan while ensuring that the business is operationally sound. He impacts the investment process by serving as a portfolio strategist and by leading the firm’s risk effort. He chairs the Operating Committee and serves on the Management, Investment, Risk Management, Valuation and Compliance Committees. Charles is based in New York.
Prior to joining Argentem Creek at its inception, Charles was a Portfolio Strategist for the emerging markets credit team at Black River Asset Management. Beginning in 2012, he was a partner and chief investment officer for Stride Capital Group, a multi-manager firm focused on seeding investment managers. In 2013, Charles became a partner at Barnstar Funds, a special situations investment manager seeded by Stride, where he developed, implemented and led all non-investment related activities. From 2003 until 2011, Charles was a founding investment director of Angelo Gordon’s fund-of-funds business, where he was responsible for building a multi-manager investment business, which was sold to Carleon Capital Partners at the end of 2010. From 1994 until 1999 and from 2001 until 2003, he was at SEI Investments, first as a Senior Investment Analyst focused on manager sourcing, due diligence and oversight of SEI’s international equity funds and then as a Portfolio Manager. When he returned to SEI in 2001, he was a Director focused on product development. From 1999 to 2001, Charles was an early employee at InvestorForce, where he was responsible for the firm’s investment and technology products, ultimately becoming a Senior Vice President.
Charles graduated with honors from Lehigh University in 1994 with a Bachelor’s degree in Business Management. He holds the Chartered Financial Analyst designation.