Charlie manages our focused value strategy—an all-cap, concentrated portfolio of U.S. stocks. He also spearheads Ariel’s thought leadership efforts and takes an active role in representing Ariel’s investment strategies with prospective investors, clients and major media.

Prior to joining Ariel in 2004, Charlie spent 21 years as an investment banker at Salomon Brothers and its successor company Citigroup, where he rose to managing director and head of North American investment banking branch offices.

Charlie actively serves the Chicago community, sitting on the corporate boards of State Farm Mutual Automobile Insurance Company and InnerWorkings, Inc., as well as the boards of the Museum of Science and Industry, the Abraham Lincoln Presidential Library Foundation Board, the Big Shoulders Fund and the Chicago Club. He also teaches monthly investing classes at two Chicago inner-city schools.

Charlie graduated with an AB in economics from Duke University and earned an MBA from the University of Chicago.