Charlie is a Junior Research Analyst on the First Trust Alternative Investment Research (FT-AIR) team, focused on supporting all aspects of FT-AIR’s investment research efforts.

Prior to joining the firm, Charlie interned at Craig-Hallum Capital Group as a sell-side Equity Research Summer Analyst in Minneapolis. Charlie also interned at Trilogy Real Estate Group as an Acquisitions Summer Analyst in Chicago.

Charlie graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration in Finance and a certificate in Data Science.