Charlie is our Assistant Vice President – Credit responsible for underwriting and portfolio management. Previously, he was an Investment Associate – Credit supporting our business development and credit teams in identifying and underwriting new investment opportunities.

Earlier, Charlie served as an Associate at Portfolio Advisors LLC, analyzing private debt and equity co-investment opportunities in middle market companies. He began his career as an Analyst at Alcentra, a credit asset manager. Charlie earned his Bachelor of Science degree in Economics and Finance from Northeastern University.