Home Our community Member directory Mark Charles

 

What I offer

Fund Strategy & Capital Markets Execution

Fund Strategy & Capital Markets Execution

Support for fund strategies and new-issue investment products, including positioning, structure, and capital markets execution. Experience working with asset managers, advisors, and investors to bring investment vehicles to market with clarity and discipline.

Experiences

Independent Strategic Advisor | Capital Strategy & Advisory

Independent Strategic Advisor | Capital Strategy & Advisory

Independent strategic advisor working with founders and investment teams at moments of transition. I help bring clarity to capital strategy, investor narratives, and long-term growth decisions, with a board-minded, relationship-driven approach.

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Roles (/)
  • i.e. Marketing director
  • i.e. Mentor
  • Capital Markets
  • Strategic Advisor
  • Advisory Board Member
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Industries (/)
  • i.e. Tech
  • i.e. Education
  • Investment banking
  • Wealth management
  • Asset management
  • Marketing
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Career experience

31+ years

Regions
  • North America (east coast), 
  • North America (west coast)
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Skills (/)
  • i.e. Research
  • i.e. Branding
  • Capital Markets and Investment Banking
  • Marketing
  • Capital raising expert
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Keywords (/)
  • i.e. Digital nomad
  • i.e. Ex-Google
  • Startup Advisor
  • investor
  • Funding
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