Charles Stewart, CPA, CFP®, is a Private Equity Fund Reporting Leader with extensive experience in financial reporting and auditing. They began their career at Deloitte & Touche, LLP as a Senior Auditor and progressed to Audit Manager at Deloitte, specializing in investment companies. Subsequently, they served as a Senior Accountant at Southcross Energy, LLC before taking on a Vice President role at Goldman Sachs, where they oversaw multi-billion-dollar private equity funds. Currently, they are the AVP of Fund Reporting at Welltower™ Inc. and continue to lead initiatives in financial reporting at J.P. Morgan Global Private Bank. Charles holds a Bachelor of Business Administration in Accounting from Jackson State University.
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