Charlie Boardman

Charlie Boardman is an accomplished finance professional currently serving as a Senior Associate in Equity Research at Evercore, focusing on banks, brokers, and asset managers since March 2023. Previously, Charlie held the position of Associate Director in Equity Research at UBS, specializing in US Large Cap Banks and Consumer Finance from November 2021 to February 2023. Prior to that, Charlie accumulated extensive experience at J.P. Morgan, working in various roles including Associate and Analyst. Early career experiences include internships at Champlain Investment Partners, TRUST COMPANY OF VERMONT, and others, where insights into equity research and financial analysis were gained. Charlie earned a Bachelor of Science degree in Finance from the University of Vermont in 2018.