Charles (Charlie) Carpenter, Cpa, Cfa
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Charles (Charlie) Carpenter, Cpa, Cfa Email & Phone Number

Director at Performance Trust Capital Partners and Adjunct Professor at the University of Puerto Rico at Performance Trust Capital Partners
Location: San Juan, Puerto Rico, Puerto Rico 8 work roles 3 schools
1 work email found @performancetrust.com 5 phones found area 205, 787, and 312 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@performancetrust.com
Direct phone (205) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Performance Trust Capital Partners
Role
Director at Performance Trust Capital Partners and Adjunct Professor at the University of Puerto Rico
Location
San Juan, Puerto Rico, Puerto Rico
Company size
285 employees

Who is Charles (Charlie) Carpenter, Cpa, Cfa? Overview

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Quick answer

Charles (Charlie) Carpenter, Cpa, Cfa is listed as Director at Performance Trust Capital Partners and Adjunct Professor at the University of Puerto Rico at Performance Trust Capital Partners, a company with 285 employees, based in San Juan, Puerto Rico, Puerto Rico. AeroLeads shows a work email signal at performancetrust.com, phone signal with area code 205, 787, 312, and a matched LinkedIn profile for Charles (Charlie) Carpenter, Cpa, Cfa.

Charles (Charlie) Carpenter, Cpa, Cfa previously worked as Director at Performance Trust Capital Partners and Adjunct Professor: Investments, Portfolio Management, Derivatives and Behavioral Investing at Universidad De Puerto Rico. Charles (Charlie) Carpenter, Cpa, Cfa holds Mba, Finance from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Performance Trust Capital Partners

This section adds company-level context without repeating Charles (Charlie) Carpenter, Cpa, Cfa's masked contact details.

*@performancetrust.com
71% confidence

AeroLeads found 1 current-domain work email signal for Charles (Charlie) Carpenter, Cpa, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Charles (Charlie) Carpenter, Cpa, Cfa

Chartered Financial Analyst, Certified Public Accountant

Listed skills include Investments, Financial Analysis, Portfolio Management, Credit, and 22 others.

Current workplace

Charles (Charlie) Carpenter, Cpa, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Performance Trust Capital Partners
Performance Trust Capital Partners
Director at Performance Trust Capital Partners and Adjunct Professor at the University of Puerto Rico
chicago, illinois, united states
Website
performancetrust.com
Employees
285
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Company profile
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8 roles · 30 years

Charles (Charlie) Carpenter, Cpa, Cfa work experience

A career timeline built from the work history available for this profile.

Adjunct Professor: Investments, Portfolio Management, Derivatives And Behavioral Investing

Current
Universidad De Puerto Rico

Puerto Rico

Jan 2017 - Present

Adjunct Professor: Investments, Credit, Managerial Finance, International Finance And Public Finance

Universidad Interamericana De Puerto Rico
Nov 2009 - Feb 2017

Group Vice President, Treasurer, Senior Trust Officer

The Bank & Trust Of Puerto Rico
Mar 1993 - Nov 2001

Senior Associate

The Chase Manhattan Bank

Completed Chase's Credit Program in NYC.

Jun 1992 - Mar 1993

Senior Tax Advisor

Deloitte & Touche

Detroit Office in 1987. San Juan office 1988 through 1990.

Jun 1987 - Aug 1990
Team & coworkers

Colleagues at Performance Trust Capital Partners

Other employees you can reach at performancetrust.com. View company contacts for 285 employees →

ND Nikolas Datta Nikolas Datta Colleague at Performance Trust Capital Partners United States, United States View → JE Jason Elder Jason Elder Colleague at Performance Trust Capital Partners Barrington Hills, Illinois, United States, United States View → VL Victor Liu Victor Liu Colleague at Performance Trust Capital Partners Irvine, California, United States, United States View → NS Nicole Stassi Nicole Stassi Colleague at Performance Trust Capital Partners United States, United States View → RW Ray Wang, Cfa Ray Wang, Cfa Colleague at Performance Trust Capital Partners New York, New York, United States, United States View → TB Tom Boylen Tom Boylen Colleague at Performance Trust Capital Partners Glenview, Illinois, United States, United States View → DD Daryle Dilascia Daryle Dilascia Colleague at Performance Trust Capital Partners Greenwich, Connecticut, United States, United States View → AY Andrew Yang Andrew Yang Colleague at Performance Trust Capital Partners Greater Chicago Area, United States View → PL Peng Luo Peng Luo Colleague at Performance Trust Capital Partners Hong Kong SAR, Hong Kong View → CJ Craig Johnson Craig Johnson Colleague at Performance Trust Capital Partners Greater Chicago Area, United States View →
3 education records

Charles (Charlie) Carpenter, Cpa, Cfa education

Education record

Rochester High School
FAQ

Frequently asked questions about Charles (Charlie) Carpenter, Cpa, Cfa

Quick answers generated from the profile data available on this page.

What company does Charles (Charlie) Carpenter, Cpa, Cfa work for?

Charles (Charlie) Carpenter, Cpa, Cfa works for Performance Trust Capital Partners.

What is Charles (Charlie) Carpenter, Cpa, Cfa's role at Performance Trust Capital Partners?

Charles (Charlie) Carpenter, Cpa, Cfa is listed as Director at Performance Trust Capital Partners and Adjunct Professor at the University of Puerto Rico at Performance Trust Capital Partners.

What is Charles (Charlie) Carpenter, Cpa, Cfa's email address?

AeroLeads has found 1 work email signal at @performancetrust.com for Charles (Charlie) Carpenter, Cpa, Cfa at Performance Trust Capital Partners.

What is Charles (Charlie) Carpenter, Cpa, Cfa's phone number?

AeroLeads has found 5 phone signal(s) with area code 205, 787, 312 for Charles (Charlie) Carpenter, Cpa, Cfa at Performance Trust Capital Partners.

Where is Charles (Charlie) Carpenter, Cpa, Cfa based?

Charles (Charlie) Carpenter, Cpa, Cfa is based in San Juan, Puerto Rico, Puerto Rico while working with Performance Trust Capital Partners.

What companies has Charles (Charlie) Carpenter, Cpa, Cfa worked for?

Charles (Charlie) Carpenter, Cpa, Cfa has worked for Performance Trust Capital Partners, Universidad De Puerto Rico, Universidad Interamericana De Puerto Rico, Habitat For Humanity Of Puerto Rico, and The Bank & Trust Of Puerto Rico.

Who are Charles (Charlie) Carpenter, Cpa, Cfa's colleagues at Performance Trust Capital Partners?

Charles (Charlie) Carpenter, Cpa, Cfa's colleagues at Performance Trust Capital Partners include Nikolas Datta, Jason Elder, Victor Liu, Nicole Stassi, and Ray Wang, Cfa.

How can I contact Charles (Charlie) Carpenter, Cpa, Cfa?

You can use AeroLeads to view verified contact signals for Charles (Charlie) Carpenter, Cpa, Cfa at Performance Trust Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Charles (Charlie) Carpenter, Cpa, Cfa attend?

Charles (Charlie) Carpenter, Cpa, Cfa holds Mba, Finance from University Of Michigan - Stephen M. Ross School Of Business.

What skills is Charles (Charlie) Carpenter, Cpa, Cfa known for?

Charles (Charlie) Carpenter, Cpa, Cfa is listed with skills including Investments, Financial Analysis, Portfolio Management, Credit, Fixed Income, Capital Markets, Banking, and Finance.

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