Charles Zalud, CFA

Vice President
  • Charles is responsible for sourcing and executing investment opportunities. Charles was previously a research analyst at Asset Strategies, a leading investment consulting firm.
  • Charles began his career as an analyst in the commercial lending unit of Michigan State University Federal Credit Union. At both Asset Strategies and MSUFCU, Charles performed due diligence and underwriting on a variety of private investment opportunities, including growth financing and private equity co-investments.
  • Charles earned a BS in Finance from Central Michigan University, where he was also a member of the Financial Management Association. Charles is a CFA charter holder and a member of the CFA Society of Detroit.