Charles is passionate about impactful change through collaboration. He is adaptive, recognizing that markets and customer preferences evolve over time. Charles approaches these market transformations with a data-driven, analytical mindset. Let history and experience be your guide. Charles is ...more

Charles is passionate about impactful change through collaboration. He is adaptive, recognizing that markets and customer preferences evolve over time. Charles approaches these market transformations with a data-driven, analytical mindset. Let history and experience be your guide. Charles is dedicated to addressing Environmental and Social Megatrends through Energy Transition, Sustainability, and ESG investing. With respect to the 'E' in ESG, Charles has previous data analytics experience in natural gas, electricity, renewable and emissions markets, and thermal coal. Charles also has experience with 'G' factors in equity selection/alpha generation in equity portfolios. In the commodity trading and risk space, Charles has demonstrable knowledge of both physical and paper markets, and trading and hedging strategies. Charles also has past experience in equity research, covering the US coal, natural gas, and power sectors. CFA charterholder, CFA Institute, Certificate in ESG Investing, CFA Institute. Global Association of Risk Professionals Sustainability and Climate Risk certificate, Energy Risk Professional - Certified by the Global Association of Risk Professionals. Sustainability Reporting, SASB, TCFD, SEC Climate Disclosure Rule, Greenhouse Gas Protocol, EPA Subpart W, Inflation Reduction Act - MERP, SDGs, PRI, and Paris Agreement.less