Charles Stephenson

Charles Stephenson

Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, ... | Washington Dc, Washington Dc, United States

Charles Stephenson Email Addresses

cs****@ca****.org Work Email
cs****@ca****.org Personal Email

Charles Stephenson Phone Numbers

No phone number available

Charles Stephenson Work History
Morgan Stanley Private Wealth Management
First Vice President
1 February 2021 — Present
The Morris And Gwendolyn Cafritz Foundation
Portfolio Manager
1 May 2018 — 1 February 2021
Bitsr
President
1 January 2017 — 1 May 2018
Freedom Capital Partners
CEO & Chief Investment Officer
1 December 2007 — 1 November 2016
Albright Capital Management
Managing Director/Partner
1 January 2005 — 1 December 2007
International Equity Partners
COO/CFO/Partner
1 January 1993 — 1 December 2004
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Charles Stephenson Current Work Details
Charles Stephenson's Location
Washington Dc, Washington Dc, United States
Charles Stephenson's Expertise
  • Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments.
  • Private Wealth Management at Morgan Stanley
Charles Stephenson's Current Industry
Morgan Stanley Private Wealth Management
Charles Stephenson's Prior Industry
International Equity Partners | Albright Capital Management | Freedom Capital Partners | Bitsr | The Morris And Gwendolyn Cafritz Foundation | Morgan Stanley Private Wealth Management

Charles Stephenson Education

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Camden County College
Camden County College Associate's degree, Business Administration and Management, General

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FAQ About Charles Stephenson

  • Charles Stephenson is located at Washington Dc, Washington Dc, United States

  • Charles Stephenson is a Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments. Morgan Stanley Private Wealth Management

  • Charles Stephenson currently works in the Morgan Stanley Private Wealth Management

  • Charles Stephenson specializes in Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments.

  • Charles Stephenson speaks the following languages: No languages available.

  • Charles Stephenson has prior experience in the following industries: The Morris And Gwendolyn Cafritz Foundation , Bitsr , Freedom Capital Partners , Albright Capital Management , International Equity Partners

  • Charles Stephenson has the following professional experience: Morgan Stanley Private Wealth Management , The Morris And Gwendolyn Cafritz Foundation , Bitsr , Freedom Capital Partners , Albright Capital Management , International Equity Partners .

  • You can view Charles Stephenson’s LinkedIn profile at LinkedIn URL.

  • Charles Stephenson’s work email addresses are [email protected] .

  • Charles Stephenson works at Morgan Stanley Private Wealth Management