Chuck is a Managing Director with EdgePoint Capital Advisors. In this role, he is responsible for advising the firm’s clients in matters related to mergers, acquisitions and financing transactions.
In between Citizens and EdgePoint, Chuck served briefly as Chief Operating Officer at River SaaS Capital, a family-run venture capital firm providing debt and equity support to North American-based SaaS companies. It was a tremendous learning experience with a first-rate team, but he quickly missed the role of “trusted advisor”, working alongside his clients’ in pursuit of their strategic objectives. When presented the opportunity to get back to his boutique roots, the caliber of EdgePoint’s team, pipeline and business model were an enticing fit.
Outside of the office, Chuck serves on the Boards of Directors of ACG Cleveland and Catholic Charities Dioceses of Cleveland. Previous Board service includes Lake Erie Nature & Science Center, The First Tee of Cleveland, JCU Entrepreneurs Association and time spent as an Executive Volunteer with United Way of Great Cleveland. He has earned several “40 Under 40” designations in his field and was a member of Leadership Cleveland’s Class of 2016.
Chuck resides in Bay Village, OH with his wife and three teenaged children.
JCU Entrepreneurs Association (Former Member of Programming Committee)
Lake Erie Nature & Science Center (Former Board Member and Board President)
The First Tee of Cleveland (Former Board Member)
United Way of Greater Cleveland (Former Executive Volunteer)
Leadership Cleveland, Class of 2016