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Charlie joined Lincoln Pensions in June 2017. Prior to this, he spent two years working in transfer pricing at Duff & Phelps, focusing on financial transactions for a wide range of clients. He has passed all three levels of the CFA program in consecutive years, and will be eligible for the CFA charter upon completion of the required work experience.
During his time at Lincoln Pensions, Charlie has worked on various client engagements across a range of industries, including advising on Flexible Apportionment Arrangements, the impact of corporate transactions and covenant assessments for triennial valuations.
Charlie graduated from the London School of Economics and Political Science with a BA (Hons) degree in International History, with a focus on 20th and 21st century East Asian History.
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