Charles is our Investment Associate for the West Coast technology and life science markets. He is responsible for supporting our business development and credit teams in identifying and underwriting new investment opportunities. Charles assists with due diligence, research, and creating investment committee memorandums.

Charles previously 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. Charles earned his Bachelor of Science degree in Economics and Finance from Northeastern University.