CHARLES MCKELVEY
Associate
Charles joins the Operations team as a Fund Accountant where he will focus on performance reporting & analysis and cash management. Additionally, Charles will support the team during year-end audits and tax documentation process.
Prior to joining Windrose, Charles worked as an Investor Service Representative at SS&C Technologies in Boston, MA. During his time at SS&C, Charles assisted the Alternative Investments department with client onboarding, tracking & reporting capital activities, and general account maintenance.
Charles attended the University of New Hampshire and graduated with a Bachelor of Science in Business Administration with a focus in Finance and a minor in Economics. Charles currently lives in Boston, MA and enjoys golfing, skiing, going to the beach, and spending time with friends and family.