Charlie joined First Trust Capital Management, L.P. (FTCM) as an Operational Due Diligence Analyst in 2021. As an 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.