Charlie Knudsen, CFA, CRI is the Managing Director and a founding principal of QuadCapital. Charlie is responsible for the overall direction of QuadCapital including marketing, capital market relationships, business development as well as loan origination and underwriting. Charlie is a CFA Institute charterholder and a CRI® Charter holder. He is the former Chairman of the Investment Committee and former member of the Board of Governors of the Mortgage Bankers as well as the past Chairman of the Life Mortgage and Real Estate Officers Council.
Charlie has been actively involved in industry-related issues and has contributed his time and expertise to numerous initiatives throughout his 35+ year career including his leadership in the Chartered Realty Investor Society, a not-for-profit organization that developed the CRI designation for commercial real estate investment professionals. Charlie is a founding member of the Board of Governors, a past President and currently an Executive Committee member of the Chartered Realty Investor Society.
Prior to forming QuadCapital, Charlie was a Vice President of a registered investment advisor responsible for managing approximately $6 billion in assets for two Midwestern-based life insurance companies.
Charlie is a CFA Institute charterholder and graduate of the University of Northern Iowa where he earned a Bachelor of Arts degree in Business Management − Finance, cum laude, with minors in Mathematics and Economics and a Masters of Business Administration. Charlie holds FINRA General Securities Representative (Series 7), Investment Banking (Series 79) and Uniform State Law (Series 63) licenses.