Charlie Smith
Vice President, Asset Owner Client Coverage
Charlie Smith supports asset owners across North America as they navigate data, technology and automation challenges. Since 2022, he has advised Total Plan Manager clients originally as part of Burgiss. Previously, Charlie held client coverage roles at S&P Global across the capital-markets ecosystem. He began his career as an academic researcher. Charlie holds a bachelor’s degree in economics and political science from the University of North Carolina at Chapel Hill and is a CFA® charterholder.