Charles Trafton

Charles Trafton Charles has a premium account Click to upgrade to Premium FlowPoint Capital PM and President, edly ISA marketplace Andover, Massachusetts 500+ connections Contact info edly ISA marketplace Boston College Highlights Reach out to Charles for... Joining a nonprofit board. Message Charles About Co-founder, FlowPoint Capital Partners, FlowPoint Education Management and edly, the ISA marketplace. We invest in global equities, income-share agreements (ISAs), Edtech lending and Fintech. Expertise is unique investment strategies and research, risk management and portfolio construction. www.flowpointcapital.com @chucktrafton edly.info @edlyisa FlowPoint home page FlowPoint home page Articles & activity 2,596 followers CROW POINT PARTNERS ANNOUNCES STRATEGIC PARTNERSHIP WITH FLOWPOINT CAPITAL Charles’ profile photo Charles Trafton Published on LinkedIn BOSTON, November 21, 2016 — Crow Point Partners, LLC (“CPP”) and FlowPoint Capital Partners (“FlowPoint”) today announced a strategic partnership. The two Boston-based boutique managers will collaborate on existing and future product development, and Crow Point will provide FlowPoint with an outsourced operations platform. The two firms entered into an operations agreement whereby Crow Point will provide FlowPoint with comprehensive middle and back office operations systems and business processes. FlowPoint managing partner Charles Trafton commented, “Crow Point can level the playing field for boutique managers like us by offering a complete outsourced operations platform at a fraction of the cost of an in-house solution, freeing managers to focus on what matters – performance and asset raising.” “We appreciate FlowPoint’s idea-driven and disciplined approach to investing - the team’s proprietary market research and strategies are of great value,”said Peter DeCaprio, Co-Founder and CEO of Crow Point. As part of the strategic alliance, Crow Point has made a passive, non-voting minority investment in FlowPoint, and DeCaprio has been named a member of FlowPoint’s advisory board. Trafton and FlowPoint Managing Director Paul Fusco will work closely together with DeCaprio to build on the strategic partnership. “We are excited to have Charles and Paul on board,” DeCaprio continued. “Partnering opportunities such as this help us achieve Crow Point’s objective of providing unique alternatives for the retail and institutional markets.” About FlowPoint Capital Partners FlowPoint Capital Partners, LP is an independent investment management firm committed to the asset management needs of institutions, family offices and entrepreneurs. Known for our research-driven investment process and high-touch client service, we welcome inquiries at ctrafton@flowpointcapital.com www.flowpointcapital.com About Crow Point Crow Point Partners, founded in 2006, manages approximately $1 billion in assets in sub-advised mutual funds, proprietary mutual funds, SMA’s and private partnerships. Crow Point managers have been investing globally since 1994 in both the equity and fixed income markets, and with prior firms managed as many as 13 different strategies with over $65 billion in assets. The company offers global investment solutions in equity income, alternative or hedged equity strategies, and specialty fixed-income strategies. Additional information about Crow Point may be found at www.cppinvest.com 24 Likes Like Comment Share See all articles No alt text provided for this image Great opportunity for the right fit Charles shared this 2 Likes No alt text provided for this image Congrats guys Charles commented View Jennifer Florence’s profile Congrats! Charles commented See all activity Experience edly ISA marketplace President Company Nameedly ISA marketplace Dates EmployedJan 2019 – Present Employment Duration7 mos LocationGreater Boston Area "The easiest way to think about edly is, it’s like the NASDAQ, although you’re not investing in companies or corporations, you’re investing in human potential." - Kristine Bredemeier, Head of Admissions at Holberton School FlowPoint Capital Partners, LP Managing Partner, Portfolio Manager Company NameFlowPoint Capital Partners, LP Dates EmployedDec 2013 – Present Employment Duration5 yrs 8 mos LocationAndover, MA Lead portfolio manager of FlowPoint Capital Partners LP and our K-20 Partners LP www.flowpointcapital.com 2014 Annual Symposium Interview Testimonial with Charles Trafton, CMT 2014 Annual Symposium Interview Testimonial with Charles Trafton, CMT FlowPoint Education Management, LLC Co-founder Company NameFlowPoint Education Management, LLC Dates EmployedOct 2017 – Present Employment Duration1 yr 10 mos LocationAndover, MA Town of North Andover Finance Committee Member Company NameTown of North Andover Dates EmployedSep 2017 – Present Employment Duration1 yr 11 mos LocationNorth Andover, MA Provide financial oversight for the town of North Andover, MA, including budgeting and financial planning and financial reporting. Make objective and concise recommendations to Town Meeting on annual budgets and other finance-related warrant articles. The Committee reviews and considers any matter which may have a long- or short-term fiscal im... See more Paramount Pictures Actor Company NameParamount Pictures Dates EmployedMar 2017 – Apr 2017 Employment Duration2 mos LocationGreater Boston Area Extra in Daddy's Home2 starring Will Ferrell, Mark Wahlberg, Mel Gibson, John Lithgow, Linda Cardellini, Alessandra Ambrosio and John Cena. The Boston Company Asset Management, LLC Director, Portfolio Manager Company NameThe Boston Company Asset Management, LLC Dates EmployedFeb 2006 – Dec 2013 Employment Duration7 yrs 11 mos Portfolio Manager in TBCAM's Portfolio Engineering group. PM of $450 million BNY Mellon Small-Mid Cap fund. Reported to Global Head of Investment Strategy. Teamed with Quant and Fundamental Research on portfolio management, primary research, systems development and back-testing. Authored internal studies, tools, screens and pro... See more America's Growth Capital Principal Company NameAmerica's Growth Capital Dates EmployedJul 2003 – Feb 2006 Employment Duration2 yrs 8 mos Equity research Canaccord Genuity Group Inc. (formerly Adams, Harkness & Hill) Principal Company NameCanaccord Genuity Group Inc. (formerly Adams, Harkness & Hill) Dates EmployedJul 1997 – Jul 2003 Employment Duration6 yrs 1 mo LocationBoston, MA Senior Equity Research Analyst. Covered healthcare and business services industries. Voted "Institutional Investor" magazine All-American healthcare equity research analyst in 1997. Cowen & Co. Senior Vice President Company NameCowen & Co. Dates EmployedOct 1995 – Jul 1997 Employment Duration1 yr 10 mos Senior Equity Research Analyst. Covered healthcare information technology sector. Smith Barney Inc. Financial Analyst Company NameSmith Barney Inc. Dates EmployedJul 1994 – Oct 1995 Employment Duration1 yr 4 mos Financial analyst in healthcare corporate finance group. Show fewer experiences Education Boston College Boston College Degree NameB.S. Field Of StudyFinance Dates attended or expected graduation 1992 – 1994 Activities and Societies: Graduated cum laude, Dean's List, Golden Key National Honor Society, School of Management Honors Program participant, Undergraduate Management Association Student Leader Award, Finalist-Brian D. Hall Leadership Award, President-Finance Academy Prince George's Community College Prince George's Community College Dates attended or expected graduation 1990 – 1992 Activities and Societies: Baseball team, Honors Program participant Gonzaga College High School Gonzaga College High School Degree NameHigh School diploma Dates attended or expected graduation 1982 – 1986