Charles Miller | Senior Managing Director, Private Fund Advisory

Charles Miller focuses on providing placement agent services for well-regarded investment managers seeking to establish new relationships within the institutional investor community and their consultants.

Mr. Miller has 35 years of experience including senior executive responsibility with Credit Suisse First Boston, Merrill Lynch Capital Markets and William Blair & Company. Mr. Miller began his career in international finance with Getty Oil Company. He was a partner in a private equity advisory firm focused on clean energy technology investments and has served on two Boards of Directors. At Merrill Lynch, he ran the West Coast Corporate Financial Services Sales Desk, responsible for fixed income sales to Fortune 500 corporations. As a director and partner at TSA Capital Management, he created the International CTA and Hedge Fund Business.

At Credit Suisse First Boston, he advised major corporate / public pension funds, endowment and foundations. Mr. Miller has expertise in international finance includes responsibilities for oil exportation and development planning in the Middle East, including Kuwait and Saudi Arabia.

Mr. Miller received a BA Degree from Loyola University and an MBA from the Marshall School of Business at the University Of Southern California. Mr. Miller holds FINRA Series 3, 7, 63 and 65 licenses.

(646) 780-8930