Charlie founded Eaton Partners in 1983 and was a pioneer of the “placement agent” concept. Previously, he was in research and institutional sales at Mitchell Hutchins, Morgan Stanley, and H.C. Wainwright & Company, where he was a partner at the time Wainwright was ranked the top institutional research firm in the country. He began his career as an investment research officer at Morgan Guaranty Trust Company (predecessor to J. P. Morgan Investment Management).
Charlie graduated from Washington and Jefferson College and received an MBA from the Columbia University Graduate School of Business. He holds Series 7,63, and 99 licenses with FINRA. He served as a First Lieutenant in the U.S. Army Armor branch. Charlie is a former trustee of Washington and Jefferson College. He has also served as Campaign Chair of The Darien Community Fund and is presently actively involved with Operation Comfort of San Antonio and The Wounded Warrior Project, both for severely wounded vets.