Charlie joined Christensen Group in 2012 and now serves as the company’s Chief Financial Officer. At CG, Charlie’s primary areas of focus are:
- Client management
- Accounting and finance
- Acquisitions and personnel recruitment
- Investment management
- Corporate strategy and operations
Prior to joining Christensen Group, Charlie worked for NewStar Financial, underwriting senior debt facilities for Middle Market private equity-backed transactions. Charlie currently serves on the advisory board for Ventura ESOP Advisory services, an independent ESOP Trustee company, the advisory board for The Micah Group, a banking software startup, and is a member of Children’s Council in Minneapolis.
Charlie graduated from the Carroll School of Management at Boston College with a B.S. in Business Management with concentrations in finance and accounting. He is a licensed property & casualty, and life & health producer.
What it's like working with Christensen Group.
Through intentional recruitment of leading industry talent we’ve built and retained a growing bench of specialists who will be with you throughout the life of your account.
As an independent organization, everyone on our team has the power to get creative in order to do right by our clients.
The employee owners who service your account are closely attuned to your challenges and are always ready to address them as carefully as they would their own.
Collaborative by design
Everyone on our team works together to support your account, so you get access to fresh ideas, decades of expertise and knowledgeable service at the ready.
Ask Me About...
Mergers & Acquisitions
Not your everyday
Sometimes, a secure tomorrow requires a bit of imagination. Over the better part of a century, we’ve learned where to get to creative and where to play the numbers. Our independence allows us to leverage this specialized knowledge to get ahead of your risks and plan for the future you envision. Once we understand the nuances of your story we can bend the ear of our carriers to design and refine a solution that will deliver for you, your business, and the employees who make your success possible.