Charlie Henness
Vice President | Senior Equity Analyst@ RMB Capital
Erie, Pennsylvania, United States
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Charlie Henness is a highly experienced professional with 25.6 years of work experience in the financial services industry. He specializes in investments, equities, portfolio management, and financial modeling. Charlie has a strong background in equity valuation, analysis, and asset allocation. He has worked at reputable companies such as RMB Capital and IronBridge, where he held various positions in portfolio management and business development. Charlie's expertise and skills make him a valuable asset in the financial and real estate sectors.
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Emails and Phone Numbers

@rmbcap.com
+1 847295****
+1 630684****
+1 773294****
+1 630684****
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About

Specialties: financial and real estate sectors, equity valuation, model building, portfolio construction, asset allocation, business development

Work Experience

115 S. LaSalle, Chicago, Illinois, 60603, US

Financial Services

164
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Charlie Henness's Professional Milestones

  • Portfolio Manager (2011-01-01~2017-06-01): Developed and executed strategic portfolio plans to maximize portfolio potential and drive sustainable growth.
  • Equity Analyst | Compliance | Accounting | Other Entrepreneurial Roles (2002-01-01~2010-12-01): Provided expert financial information and insights to optimize financial processes and ensure regulatory compliance.
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Education

Gies College of Business - University of Illinois Urbana-Champaign
Gies College of Business - University of Illinois Urbana-Champaign

Accountancy

1993-1997