Charlotte focuses predominantly on special projects and operational aspects of the business.
She began her career on a training programme in the Investment Services Group at Donaldson Lufkin & Jenrette (taken over by Credit Suisse First Boston), where she traded and monitored cash and stock positions for the UK Private Wealth Management team for just over nine years. She previously held CF21 (Investment Advisor) and CF26 (Customer Trading) FCA positions.
After a career break, Charlotte joined Rasini Fairway Capital, where her main role was to help oversee the reporting function of hedge fund services.
Charlotte graduated with a BA (Hons) in Classical Studies from Manchester University.