Charlie Montang
Analyst
Charlie is an 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.
Focus
- Sell-side M&A
- Buy-side M&A
- Financial Analysis
- Industry & Market Research
Education
- 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
Other
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.