Charlie is a Managing Director for the Private Client Practice at Cambridge Associates.
Charlie works with a wide range of clients, including private families and non-profits, on constructing and overseeing custom portfolios with an emphasis on private investments. He also regularly leads due diligence efforts and ongoing monitoring of private equity and venture capital managers.
Prior to completing his MBA, Charlie worked as an Associate at HarbourVest Partners. In this role, he helped manage the due diligence process for buyout and venture capital partnership investments totaling over $1 billion in committed capital. Charlie began his career at Cambridge Associates as an Investment Associate and Team Leader and has experience working on total portfolio mandates in addition to his private investment specialization.
Charlie received his MBA from Dartmouth College’s Tuck School of Business and his BA from Bates College.
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