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

Director at Performance Trust Capital Partners
Location: San Juan, Puerto Rico 8 work roles 3 schools
1 work email found @performancetrust.com 5 phones found area 205, 787, and 312 LinkedIn matched
✓ Verified Jul 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
Location
San Juan, 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, a with 285 employees, based in San Juan, 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 Adjunct Professor: Investments, Portfolio Management, Derivatives and Behavioral Investing at Universidad De Puerto Rico and Adjunct Professor: Investments, Credit, Managerial Finance, International Finance and Public Finance at Universidad Interamericana 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
chicago, illinois, united states
Website
performancetrust.com
Employees
285
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Company profile
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8 roles · 31 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

Universidad De Puerto Rico

Puerto Rico

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 →

CB Conor Bini Conor Bini Colleague at Performance Trust Capital PartnersCharleston, South Carolina, United States View → JA Joshua Avalos Joshua Avalos Colleague at Performance Trust Capital PartnersNashville Metropolitan Area, United States View → GP Gary Penrose Gary Penrose Colleague at Performance Trust Capital PartnersRichmond, Virginia, United States View → JS Jens Shroyer Jens Shroyer Colleague at Performance Trust Capital PartnersChicago, Illinois, United States View → BL Brian Leibfried, Cfa Brian Leibfried, Cfa Colleague at Performance Trust Capital PartnersUnited States View → RM Rohit Murjani Rohit Murjani Colleague at Performance Trust Capital PartnersNaperville, Illinois, United States View → CP Caroline Perry Caroline Perry Colleague at Performance Trust Capital PartnersGreater Chicago Area, United States View → KL Kristin Love Kristin Love Colleague at Performance Trust Capital PartnersGreater Chicago Area, United States View → JL Jack Lohan Jack Lohan Colleague at Performance Trust Capital PartnersGreater Chicago Area, United States View → EB Eric Brown Eric Brown Colleague at Performance Trust Capital PartnersWayne, Illinois, 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.

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 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 Conor Bini, Joshua Avalos, Gary Penrose, Jens Shroyer, and Brian Leibfried, 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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