Charlie Montang

Charlie Montang is a Senior Analyst at Cherry Tree & Associates since April 2023, previously holding the position of Investment Banking Analyst. Prior experience includes serving as an Equity Research Associate at Lake Street Capital Markets, LLC from May 2022 to April 2023, and participation in the CFA Research Challenge at the CFA Institute from October 2021 to May 2022. Charlie also acted as a Student Director and Equity Analyst at the Bulldog Fund from April 2021 to May 2022, and completed a Finance Internship at JLL between June 2021 and April 2022. Prior to these roles, Charlie worked as a Tax Intern at Anderson, Kuiti & Asuma P.L.L.C from January 2021 to May 2021 and as an Honor Caddie at Hazeltine National Golf Club from May 2014 to September 2020. Charlie holds a Bachelor’s degree in Business, Accounting, and Finance from the University of Minnesota Duluth, graduating in May 2022, and attended Chanhassen High School from 2015 to 2018.