Profile
Mr. Charles Hopper is a Director-Business Development at Appomattox Advisory, Inc. He brings over many years of diverse experience in the financial servictes industry to his new position.
Most recently, he was a Managing Director at Citigroup having responsibility for the cross-sell between Investment Banking and Global Wealth Management.
Prior to that, he was a Managing Director at Lehman Brothers, Inc. where he spent 10 years holding various positions, including managing the original build-out of Lehman’s third party traditional and alternative investment management platform.
Previously, Mr. Hopper was a founder of Chicago based investment consultancy, Graystone Partners and was also one of the original team members who established and built the Ultra High Net Worth practice at The Northern Trust Company in Chicago during the early 1990s.
Mr. Hopper holds an undergraduate degree from The University of Evansville.
Former positions of Charles Hopper
| Companies | Position | End |
|---|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 21/01/2009 |
Birch Mountain Resources Ltd.
 Birch Mountain Resources Ltd. Other Metals/MineralsNon-Energy Minerals Birch Mountain Resources Ltd. explores and develops mineral properties. It engages in the industrial minerals business producing and selling limestone aggregate products. The company was founded on December 31, 1995 and is headquartered in Calgary, Canada. | Director/Board Member | 05/11/2008 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | - |
Appomattox Advisory, Inc.
 Appomattox Advisory, Inc. Investment ManagersFinance Appomattox Advisory, Inc. (Appomattox) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Susan Webb and Oscar Gil Vollmer in 2005. Appomattox manages global multi-asset resilient portfolios and provides comprehensive Outsourced Chief Investment Officer (OCIO) services for institutional investors among endowments, foundations, pension plans and family offices. | Sales & Marketing | - |
Graystone Partners LP
 Graystone Partners LP Miscellaneous Commercial ServicesCommercial Services Part of Morgan Stanley, Graystone Partners LP is a company that provides investment management consulting services. The company is based in Chicago, IL. The company was founded by Charles Hopper, Mark Steven Ostroff. Graystone Partners was acquired by Morgan Stanley on December 02, 1999. | Founder | - |
Training of Charles Hopper
| University of Evansville | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Birch Mountain Resources Ltd.
Birch Mountain Resources Ltd. Other Metals/MineralsNon-Energy Minerals Birch Mountain Resources Ltd. explores and develops mineral properties. It engages in the industrial minerals business producing and selling limestone aggregate products. The company was founded on December 31, 1995 and is headquartered in Calgary, Canada. | Non-Energy Minerals |
Graystone Partners LP
Graystone Partners LP Miscellaneous Commercial ServicesCommercial Services Part of Morgan Stanley, Graystone Partners LP is a company that provides investment management consulting services. The company is based in Chicago, IL. The company was founded by Charles Hopper, Mark Steven Ostroff. Graystone Partners was acquired by Morgan Stanley on December 02, 1999. | Commercial Services |
Appomattox Advisory, Inc.
Appomattox Advisory, Inc. Investment ManagersFinance Appomattox Advisory, Inc. (Appomattox) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Susan Webb and Oscar Gil Vollmer in 2005. Appomattox manages global multi-asset resilient portfolios and provides comprehensive Outsourced Chief Investment Officer (OCIO) services for institutional investors among endowments, foundations, pension plans and family offices. | Finance |
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