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Profilo
Mr. Charles Stutenroth, CFA MBA, is a Managing Partner & Senior Investment Consultant at Canopy Partners LLC.
He is a founder and Managing Partner of Canopy Partners.
Chuck has enjoyed a 25+ year career spanning the institutional and family office advisory industry.
He is also an accomplished portfolio manager with a rich skill set across both the public and private markets.
As a member of Canopy’s investment committee, He is actively involved in all matters pertaining to the investment capability of the firm including investment strategy, asset allocation, manager sourcing, due diligence, selection, and capital markets research.
He is a strong communicator, educator, and passionate about entrepreneurism, family stewardship, and the capital markets.
He was previously employed Ascent Private Capital Management of U.S.
Bank (2011-2022).
He received his undergraduate degree from the University of Kentucky and an MBA from Xavier University.
Posizioni attive di Charles Stutenroth
| Società | Posizione | Inizio |
|---|---|---|
Canopy Partners LLC
 Canopy Partners LLC Investment ManagersFinance Provides investment advice | Fondatore | 01/07/2023 |
Precedenti posizioni note di Charles Stutenroth
| Società | Posizione | Fine |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Corporate Officer/Principal | 01/05/2022 |
The Zar Fund Group LLC
 The Zar Fund Group LLC Investment ManagersFinance ZAR Fund Group employs a conservative equity management approach coupled with an active options trading strategy | Corporate Officer/Principal | 01/11/2008 |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Gestore di Portafoglio-Azioni | 01/09/2005 |
Formazione di Charles Stutenroth
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
73
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Finance |
The Zar Fund Group LLC
The Zar Fund Group LLC Investment ManagersFinance ZAR Fund Group employs a conservative equity management approach coupled with an active options trading strategy | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
Canopy Partners LLC
Canopy Partners LLC Investment ManagersFinance Provides investment advice | Finance |
