M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Charles Schreck

Managing Director
Griffin Financial Group
United States
LinkedIn profile link

Bio

Charles Schreck is the Managing Director at Griffin Financial Group, a position he has held since February 2020. Based in the United States, Charles brings extensive experience in investment banking and financial advisory services.

Prior to joining Griffin Financial Group, he served as Managing Director at CFG Capital Markets, LLC from August 2018 to October 2019. He also held the role of Principal/Senior Managing Director at Monocacy Financial Advisors, LLC from December 2009 to February 2020.

Earlier in his career, Charles was Sr. Vice President - Community Bank Relationship Manager at Ryan Beck & Co. and Vice President - Institutional Sales at Merrill Lynch. He began his career as Assistant Vice President-Institutional Sales/Public Finance at Kidder, Peabody & Co.

Charles Schreck's extensive background in financial services underscores his expertise and leadership in the industry.

Tags

Investment Banking
Financial Services
Capital Markets
Institutional Sales
Public Finance

Experience

Griffin Financial Group
Managing Director
2020-02-01
CFG Capital Markets, LLC
Managing Director
2018-08-01
2019-10-01

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