As Controller of Echo Health Ventures, Charles supports the internal operations of the company and provides support for investment portfolio management initiatives.
Charles manages outsourcing functions and also helps leverage and organize key shared service relationships among Echo's two parent organizations to produce periodic financial statements, internal budgets and forecasts and ensure compliance with state, local, and federal requirements.
Prior to Echo, Charles spent eight years in New York, where he served as an Associate Director with Fitch Ratings in their Global Infrastructure and Project Finance group and then as a Senior Analyst in AIG Investments' Public Fixed Income Group. Charles's coverage ranged from not-for-profit health systems and higher education facilities to sports facility financings and startup transportation assets across the U.S., United Kingdom, and Latin America. Charles's prior work also involved helping develop and improve internal research frameworks and databases for internal peer comparisons and stress testing to enhance portfolio management and communication among crucial internal and external Fitch and AIG stakeholders.
Based in Echo's Durham office, Charles earned bachelor's degrees in English and Economics from the University of North Carolina at Chapel Hill. Outside the office, Charles enjoys spending time with his wife and new daughter and cheering on his beloved Tar Heels.