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Charlie Zeller

Vice President - Investment Strategies

Charlie serves as Vice President – Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Charlie also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Charlie brings an array of experience across asset management, business development and investment banking. He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group. Most recently, he worked in Baird’s Consumer Investment Banking Group in Chicago, where he focused on M&A advisory mandates for leading consumer companies.

Charlie graduated from the Ross School of Business at the University of Michigan with a bachelor’s in Business Administration and master’s in Accounting. He is also a CFA charterholder. Charlie enjoys spending time with his wife and dog, playing and watching a variety of sports and traveling.

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