Charles is an industry-veteran banker and Managing Principal at Abelian Partners where he has created a unique brand of “practitioner” consulting. He launched his consulting career as Co-Head of Financial Institutions Consulting at Situs where he built a bank consulting business on top of Situs core loan advisory capabilities. Previously, Charles was with Regions Financial Corporation where he served as Managing Director & Chief Operating Officer of Regions Capital Markets, a division of Regions Bank, as well as Chief Executive Officer of Regions Securities LLC. Charles also has experience with The Federal Reserve Bank of Atlanta and Wachovia Bank. He has expertise in all of the bank credit businesses (corporate & real estate), loan syndications, derivatives (interest rate, credit, & equity), fixed income & equity capital markets, and mezzanine & private equity funds. Responsible for the buildout of the operations group at Regions Capital Markets, Charles oversaw all technology for the group as well as the implementation of several systems including ACBS, which successfully integrated data flows between Capital Markets and the overall loan system AFS. Charles’ diverse commercial banking and capital markets background as well as his extensive banking network bring a new perspective to a full-service consulting practice for financial institutions.
Charles earned a Bachelor of Arts degree in Math and Music from Duke University and a Master of Business Administration degree from Duke University and has previously been licensed in Series 7,24,27,63 &79.