Charlotte Kiaie

Founding Partner

Charlotte Kiaie advises founders, boards of directors and management teams across the investment management industry and corporate sectors. She leads a number of the firm’s special situations and ongoing positioning mandates related to transactions, shareholder activism, complex litigation and issues management. She also specializes in fund launches and LP communications.

Charlotte’s client base currently includes leading asset management firms and publicly traded companies. Representations of note include:

  • Saba Capital Management on engagements at closed-end funds and overall strategic communications.
  • Farallon Capital Management on engagements at Exelixis and Toshiba.
  • Ancora on engagements at RB Global and Berry Global.
  • Engaged Capital on engagement at VF Corp.
  • Whitebox Advisors on engagements at Samsung C&T and LG Corp.
  • Carl Icahn on engagements at McDonald’s and Kroger.

Prior to serving as a Vice President at Profile Advisors, Charlotte worked on the Trading/Ops desk at Farallon Capital Management in San Francisco. She holds dual B.A. degrees from The University of Colorado at Boulder and has served on the Philanthropy Board of 100 Women in Finance since 2018.