Charlotte’s responsibilities include private equity and venture capital investments. Previously, Charlotte was part of the investment teams at ICONIQ Capital and Medley Partners and began her career as a Technology Investment Banking Analyst at Raymond James.
Charlotte holds a B.S. with honors in Business Administration from UC Berkeley and is pursuing her eMBA at the University of Pennsylvania. She has been recognized as a 2023 NextGen by Chief Investment Officer, a 2023 Rising Star by Institutional Investor, and a 2021 LP Rising Star by Falk Marques. Passionate about expanding opportunities for underserved groups and using technology to innovate investment workflows, Charlotte serves on the Limited Partners Advisory Council, is a Project Pinklight Panelist for PEWIN, and is a member of the Milken Institute’s Young Leaders Circle and Rising Allocators. Outside of work, she enjoys traveling (29 countries and counting), writing Yelp reviews, and relaxing with her cat, Leo.