![]() Jim is Managing Director and Senior Portfolio Manager at Pointe Capital Management. In addition to an MBA from the Ross School of Business at the University of Michigan, Chuck holds a B.S. Chuck served as a Naval Aviator in the United States Navy from 1967 to 1995, retiring with the rank of Commander. He has personally handled over $2b of trades every year or approximately $60b in total market value over his career. and Global capital markets and served a diverse group of professional and institutional investors for trading execution, economic research, equity research, fixed income research, portfolio structuring and strategy. During his 35 year career on Wall Street, Chuck developed a deep and thorough understanding of U.S. In addition, he sourced various capital raising activities including an Initial Public Offering, a private placement, two hospital financings, a hotel refinancing, a public pension fund restructuring and a leveraged buy-out. At each Firm, he was an Institutional research, trading and sales specialist providing both equity and fixed income investing services to institutional investors, ultra high net worth individuals, corporations and hedge funds. In 1990, he joined Kidder, Peabody & Co, and worked for both Paine Webber and UBS AG through a series of acquisitions beginning in 1995. ![]() Chuck is a Managing Member and co-founder at Pointe Capital Management. Chuck is responsible for serving existing clients, working with prospective clients as well as portfolio construction and security selection.Ĭhuck received his MBA from the Ross School of Business at the University of Michigan in 1974, and joined Goldman, Sachs & Co New York and moved to Goldman Detroit in 1975.
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