Charles Croson, CFA
Partner & Chief Investment Officer at Croson Investment Partners- Claim this Profile
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English -
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Japanese -
Topline Score
Bio
Credentials
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CFA
CFA InstituteJan, 2012- Sep, 2024 -
Argus Software Certification (ASC) - Enterprise
ARGUS Software -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA) -
Series 86
Financial Industry Regulatory Authority (FINRA) -
Series 87
Financial Industry Regulatory Authority (FINRA)
Experience
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Croson Investment Partners
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United States
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Investment Management
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1 - 100 Employee
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Partner & Chief Investment Officer
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Sep 2015 - Present
Investment firm Investment firm
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Round Hill Capital
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United Kingdom
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Financial Services
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1 - 100 Employee
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Consultant
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May 2016 - Apr 2018
Real estate private equity; acquisitions Real estate private equity; acquisitions
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Ariel Investments
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United States
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Financial Services
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100 - 200 Employee
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Consultant / Analyst
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Jun 2017 - Nov 2017
Long-only value fund; focus on international real estate equities Long-only value fund; focus on international real estate equities
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Living Well Lodges
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United States
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Executive VP, Board Member
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Apr 2014 - Jan 2016
Acquisitions, development and strategy Family developed, owned, and operated class A assisted living and memory care portfolio (three facilities, ~350 units) across Central and Southeast Florida. http://stuartlodgeliving.com/ http://ospreylodgetavares.com/ http://cranesviewlodge.com/ Acquisitions, development and strategy Family developed, owned, and operated class A assisted living and memory care portfolio (three facilities, ~350 units) across Central and Southeast Florida. http://stuartlodgeliving.com/ http://ospreylodgetavares.com/ http://cranesviewlodge.com/
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Jefferies
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United States
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Investment Banking
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700 & Above Employee
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Senior Associate, Equity Research - REITs
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Sep 2014 - Sep 2015
Analyze and make investment recommendations for office, industrial, data center, and healthcare REITs Analyze and make investment recommendations for office, industrial, data center, and healthcare REITs
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Barclays
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India
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Outsourcing/Offshoring
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1 - 100 Employee
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Assistant Vice President, Equity Research - REITs
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Jun 2013 - Sep 2014
Analyze and make investment recommendations for data center, retail, office, industrial, net lease, diversified and senior housing REITs Analyze and make investment recommendations for data center, retail, office, industrial, net lease, diversified and senior housing REITs
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Sidoti & Company, LLC
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United States
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Financial Services
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1 - 100 Employee
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Lead Equity Analyst - Medical Devices
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Jul 2010 - Jun 2013
Lead analyst on small-mid cap medical device stocks Ranked 3rd by The Wall Street Journal’s 2013 “Best On The Street Analyst Survey” for medical devices Lead analyst on small-mid cap medical device stocks Ranked 3rd by The Wall Street Journal’s 2013 “Best On The Street Analyst Survey” for medical devices
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Thomson Reuters
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Canada
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Software Development
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700 & Above Employee
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Senior Associate - IR Consultant
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Feb 2008 - Mar 2010
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Radisson Miyako Hotel
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United States
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Hospitality
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Sales & Events Intern
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May 2004 - Aug 2004
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Education
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2018 - 2020
The Wharton School
Master of Business Administration - MBA -
2003 - 2007
University of Tampa - Sykes College of Business
BS, International Business -
2005 - 2006
上智大学 / Sophia University
Exchange Program
Community
