Charlie Hipwood
Chief Investment Officer
Charlie is a former Director at STAG Capital Partners, a public REIT, and CFO at Market Shield Capital. Prior to launching STAG, Charlie was a Finance Director at Level 3 Communications and an Associate at JP Morgan.
Charlie earned his MBA from the University of Chicago Booth School of Business and his BA in Economics from Boston College.
Bill Kindle
Senior Vice President, National Sales & Marketing
Bill is a former senior sales professional from Charles Schwab and Fidelity Investments. Bill began his career at Lehman Brothers and has worked with Registered Investment Advisors and Broker Dealers to grow their business at Fidelity Investments National Financial and Schwab for the past 18 years. Bill is an expert in building, managing and growing loyal client relationships.
Bill earned his BA in Business Administration Finance from Hillsdale College.
Julie Jenkins
General Counsel and Chief Compliance Officer
Julie was formerly Vice President, Counsel and Associate Partner at Wellington Management Company, LLP, where for nearly 18 years she delivered legal services for several areas of asset management. Since 2009, Julie had a solo practice providing legal counsel on a broad range of investment management, corporate and financial services matters. Prior to joining Wellington Management, Julie was Associate Counsel at The Boston Company Advisors, Inc. and an Associate Partner at Goodwin Procter LLP.
Julie earned a LLM in Financial Services Law from the Boston University School of Law in 1986, a JD from Capital University Law School in 1983, and a BS in Marketing from The Ohio State University in 1980.
Joseph Mallen
Vice President, Trading & Operations
Joseph is a former Vice President at Mount Yale Capital Group. Mr. Mallen conducted due diligence on alternative investment managers and developed trading, billing, and reporting technology for investment portfolios consisting of separately managed accounts and partnerships.
Joseph earned his Masters in Finance with a concentration in Quantitative Finance from London Business School and his BSB in Finance from University of Minnesota’s Carlson School of Management.
Kirstin Anderson
Vice President, Client Operations
Ms. Anderson is the former Chief Financial Officer and Chief Compliance Officer for an alternative investment manager, where she built out the financial and operational infrastructure for the firm. Ms. Anderson previously worked as an audit and senior tax consultant at Deloitte & Touche, LLP.
Ms. Anderson holds a Masters in Accounting from the University of Colorado, Denver and a Bachelor of Science in Chemical Engineering from the University of Maryland, Baltimore.