Charlie Montang

Senior Analyst

Charlie is a Senior Analyst in the firm’s investment banking group, supporting buy-side and sell-side M&A and strategic advisory engagements. Additional responsibilities include industry research and financial analysis. Prior to joining Cherry Tree, Charlie was an Equity Research Associate at Lake Street Capital assisting in coverage of 40 Healthcare companies.


  • Sell-side M&A
  • Buy-side M&A
  • Financial Analysis
  • Industry & Market Research


  • Cum Laude with a B.A., Financial Markets, & Accounting, University of Minnesota Duluth: May 2022

Prior Experience

  • Equity Research Associate, Lake Street Capital

  • Finance Intern, Jones Lang Lasalle | UnitedHealth Group Account

  • Tax Intern, Anderson Kuiti & Asuma


  • Director and Equity Analyst of the UMD Financial Markets Program, co-managing a Large-Cap Equity Portfolio

  • Americas Regional Finalist in the CFA Research Competition

Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.