Charlie joined First Trust Capital Management, L.P. (FTCM) in 2021. As Public Funds Chief Operating Officer, Charlie is responsible for all matters related to public funds.

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.