Managing Director, Insurance Solutions
Essential for life
Spotify
Bucket list
Hike Machu Picchu
Earn Jiu Jitsu Black Belt
Favorite book
7 Habits of Highly Effective People by Stephen R. Covey
Top Songs on Spotify
M.S. Organizational and Behavioral Psychology, Utah State University. Summa Cum Laude
Graduate Risk Management Academy at Lloyds of London- RIMS
Certified Risk Architect/Certified Insurance Counselor - National Alliance for Insurance Education and Research
Charles is a Managing Director on the capital markets team where he serves as the corporate risk officer and leads WestCap's insurance practice. Before joining WestCap, Charles was the founder and CEO of Healthcare Re, a private equity backed insurance services firm. He also served as the founder and president of NueCapitve, a value-based health insurance company and served as the corporate risk officer for Nueterra Capital. Charles has nearly two decades of insurance brokerage experience and served as a practice leader for Marsh in highly specialized risk industries including healthcare, technology, energy and private equity, mergers and acquisitions. He has trusted relationships with global broker and carrier executives, underwriters and claims professionals and understands their unique roles and how to collaborate with them to provide value for all parties.