Charles Carre III, CFA, CAIA

Charles Carre III, CFA, CAIA is an investment and risk management specialist with experience in a variety of financial roles and institutions including as a portfolio manager, hedge fund allocator, direct investor, and market strategist. His industry experience is in public service (Federal Reserve Board of Governors); the sell-side (Citigroup Global Fixed Income Sales and Trading); and the buy-side (Proshares). He also has academic experience developing global risk certifications in traditional and renewable energy, sustainability, and financial markets. He produced the award-winning feature film Ivory.

He is long-tenured member of the leadership team at CFA Society of NY’s Toastmaster Club and currently serves as its President. He is a mentor to graduate students at NYU Courant School of Mathematical Sciences; he also served two-terms on Oberlin College’s Alumni Council.

He holds a master’s in mathematics in finance from New York University and undergraduate degrees from Oberlin College (with Honors in Economics) and Oberlin Conservatory of Music.