Profil
Mr. Charles Stutenroth, CFA MBA, is a Managing Partner & Senior Investment Consultant at Canopy Partners LLC.
He is a founder and Managing Partner of Canopy Partners.
Chuck has enjoyed a 25+ year career spanning the institutional and family office advisory industry.
He is also an accomplished portfolio manager with a rich skill set across both the public and private markets.
As a member of Canopy’s investment committee, He is actively involved in all matters pertaining to the investment capability of the firm including investment strategy, asset allocation, manager sourcing, due diligence, selection, and capital markets research.
He is a strong communicator, educator, and passionate about entrepreneurism, family stewardship, and the capital markets.
He was previously employed Ascent Private Capital Management of U.S.
Bank (2011-2022).
He received his undergraduate degree from the University of Kentucky and an MBA from Xavier University.
Aktive Positionen von Charles Stutenroth
| Unternehmen | Position | Beginn |
|---|---|---|
Canopy Partners LLC
 Canopy Partners LLC Investment ManagersFinance Canopy Partners LLC is a private company headquartered in Cincinnati, OH. The firm provides investment advice. It was founded by Charles Stutenroth and Justin Stone. | Gründer | 01.07.2023 |
Ehemalige bekannte Positionen von Charles Stutenroth
| Unternehmen | Position | Ende |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Corporate Officer/Principal | 01.05.2022 |
The Zar Fund Group LLC
 The Zar Fund Group LLC Investment ManagersFinance Founded in 2001 by Allen Zaring, ZAR Fund Group LLC is a hedge fund manager located in Cincinnati, Ohio. They manage the ZAR Currency Insight Fund LP, the ZAR Equity Market Neutral Fund LP and the ZAR Global Macro Fund LP. | Corporate Officer/Principal | 01.11.2008 |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Portfolio Manager-Aktien | 01.09.2005 |
Ausbildung von Charles Stutenroth
| Xavier University | Masters Business Admin |
| University of Kentucky | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
The Zar Fund Group LLC
The Zar Fund Group LLC Investment ManagersFinance Founded in 2001 by Allen Zaring, ZAR Fund Group LLC is a hedge fund manager located in Cincinnati, Ohio. They manage the ZAR Currency Insight Fund LP, the ZAR Equity Market Neutral Fund LP and the ZAR Global Macro Fund LP. | Finance |
Canopy Partners LLC
Canopy Partners LLC Investment ManagersFinance Canopy Partners LLC is a private company headquartered in Cincinnati, OH. The firm provides investment advice. It was founded by Charles Stutenroth and Justin Stone. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
