Charlie is a member of the Private Equity investment team. His primary responsibilities include financial modeling, due diligence, and transaction origination and structuring. Charlie also supports the firm’s Strategic Advisory business. Prior to joining Matrix Private Capital Group, Charlie was an investment banking analyst at Fieldstone Private Capital Group focused on financial analysis and due diligence for M&A and capital solicitation assignments in renewable and thermal power, infrastructure, energy efficiency, and alternative fuels. Charlie graduated from the University of Vermont.
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