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Philip Charles

Valuation Analyst at Carta

Philip Charles is a seasoned professional with over four years of experience in equities and the FinTech industry.

He is a versatile individual with interest in various fields including markets, investing, risk management, psychology, technology, start-ups, music, writing, and renewable energy.

Philip Charles completed his Bachelor of Science in Finance, Entrepreneurship & Corporate Innovation at Indiana University - Kelley School of Business.

Throughout his career, Philip has held various roles such as Valuation Analyst at Carta, Options Trader at GoldenStone Investments, Equity Derivatives Trader at Spot Trading LLC, Consultant at FactSet, HOLT Investment Strategy Summer Analyst at Credit Suisse, Equity Research Analyst at Knall-Cohen Investment Fund, and Technology Tutor at BTown Tutor.

Philip Charles
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Location

Seattle, Washington