Charles Knoll, Cfa® Email and Phone Number

- Monitor and evaluate performance of the existing portfolio of private equity, private credit and otherinvestments via both qualitative and quantitative analysis- Produce initial screen and investment recommendation memos for new fund commitments- Present memos and market insights to senior leadership and private markets investment committee- Source, review, and lead co-investment deals alongside high conviction general partners to build arobust and diversified co-investment portfolio- Establish and foster relationships with key general partners to enhance co-investment deal flow

- Proactively maintained and serviced sophisticated families' relationships by supporting them with any and all inquiries, especially those that are investment oriented- Developed, implemented and harmonized comprehensive financial strategies for client families in accordance with underlying investment objectives and broader wealth planning- Seamlessly coordinated with the internal investment Research team utilizing their investment philosophy, process, and expertise to enhance each client family’s experience and outcomes- Organized and implemented asset allocation and investment guidance built around the principles and benchmarks developed and agreed upon with clients in their Investment Policy Statements- Engaged in multiple cross-functional groups to enhance the firm's platforms and client experience- Effectively managed risk across client portfolios and congruent with the firm's fiduciary policies

- Performed ongoing due diligence and monitoring of all external investment managers and prospects- Aided the investment committee in development of investment strategies and asset allocations

- Constructed complex financial models to evaluate a variety of both fund and co-investments- Invested short-term capital for the fund’s cash accounts by purchasing commercial paper, treasuries, and corporate securities through Bloomberg- Performed due diligence and prepared investment recommendations for potential new relationships/investments within private equity, credit, and hedge fund strategies