Charlie joined our team as an operational due diligence analyst in 2021. As an ODD analyst, he is responsible for operational due diligence reviews of managers and ongoing manager monitoring. Prior to joining First Trust Capital Management in 2021, Charlie worked as a senior associate at KPMG. At KPMG, Charlie was a part of the financial services practice, focusing primarily on large institutional clients. He received a B.S. in accounting and finance from the University of Pittsburgh. Additionally, Charlie is a Certified Public Accountant (CPA) in the state of Illinois.