Charlie Morgan

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.