Davis
Charlie Morgan is an experienced finance professional with a strong background in investments and asset management. Currently serving as an Investments & Asset Management Analyst at Davis since July 2023, Charlie previously held the role of Investments & Asset Management Intern at the same company. Previous positions include Multifamily Development & Acquisitions Analyst at CEI - Cypress Equity Investments, and co-op roles at Bain Capital and Amundi US, focusing on real estate portfolio management and institutional sales. Charlie's earlier experiences at StepStone Group involved automating portfolio analytics and reporting, further supplemented by summer internships and roles in client services. Charlie holds a Bachelor of Science degree in Accounting and Finance from Northeastern University.
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Davis
Davis is an integrated real estate investment, development and management firm headquartered in Boston that has invested more than $11.4 billion in gross asset value through real estate equity, debt and fixed-income securities. Since inception, the firm has invested across six market cycles and has acquired or developed nearly 35.3 million square feet of commercial space and over 12,544 residential units across 239 investments, including ground up new construction, adaptive reuse, and redevelopment across a broad array of asset classes.