Charlie is BondAdviser’s Head of Investment Solutions. He is a portfolio manager for BondAdviser’s SMAs, IMAs and model portfolios. Charlie has extensive fixed income markets experience, being wall-crossed as a credit analyst on over 80 transactions totaling in excess of $45 billion in raised capital.
He is a voting member of BondAdviser’s Investment Committee and Credit Committee. Charlie is also responsible for the design and development of BA’s quant models and systems. Charlie joined BondAdviser in 2018 as an Analyst, and subsequently became the Head of Research. In prior roles, Charlie has worked at Credit Suisse and Fordham, a business advisory firm that is part of Perpetual Limited. Charlie is a Chartered Financial Analyst and graduate of The University of Melbourne with a Bachelor of Commerce (Finance and Accounting).
Investment Committee Member
Chartered Financial Analyst
B. Com (Finance and Accounting)