Solutions for Investment Professionals
About Us
Charles Walters, Managing Director

Charles has more than 12 years of information technology experience.

As Senior Implementation Consultant for Advent Software (1998-2001), he deployed trading and portfolio systems for more than 50 hedge funds and asset managers worldwide, gaining extensive experience with Advent’s Partner, Axys and Moxy applications.

In the wake of the 9/11 attacks, Charles was tapped to head the Salvation Army of New York’s IT response team, managing the integration of multiple data warehouses and general ledger systems.

Most recently, he has managed conversion projects to migrate to the latest version of Geneva®.  His expertise extends to hard-to-price assets and complex capital structures.

He holds a B.A. in History and a B.A. in Economics from the University of North Carolina.

 


View the full bio for Founder & President, Ted Ryan.

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