As a Director of Investment Strategy at the University System of Maryland Foundation, Charlie provides generalist coverage supporting the team across all asset classes.
Prior to joining USMF in 2019, Charlie began his career as a Senior Investment Associate at Cambridge Associates where he helped oversee ~$4.0 billion in discretionary client assets in the firm’s outsourced investment office practice. At Cambridge Associates, Charlie was responsible for portfolio monitoring, investment fund research and data analysis, reporting to two chief investment officers across eight non-profit client relationships.
Charlie earned a B.S. in Finance from The Pennsylvania State University in State College, PA.
Email address: firstname.lastname@example.org
Phone number: 202-296-1209