Charlie joined First Trust Capital Management, L.P. (FTCM) in 2021. As a Senior ODD analyst, Charlie is responsible for operational due diligence reviews of managers and ongoing manager monitoring.

Prior to joining FTCM, Charlie worked as a Senior Associate at KPMG. During his time at KPMG, Charlie was a part of the financial services practice, focusing primarily on large institutional clients.

Charlie received a B.S. in Accounting and Finance from the University of Pittsburgh, and is a Certified Public Accountant (CPA) in the state of Illinois.