Charlotte Kiaie advises founders, boards of directors and management teams across the asset management industry and corporate sectors. She specializes in corporate positioning and special situations, including transactions, shareholder activism, complex litigation and issues management.

Charlotte has worked on over 50 equity activist situations, where she provides strategic counsel, develops impactful content and prepares managers for proxy advisory firm and institutional engagement. She also has extensive experience advising clients on LP communications, media management and has helped firms build impactful ESG programs that go beyond new requirements.

Prior to joining Profile Advisors and holding positions of increasing seniority, Charlotte worked on the Trading/Ops desk at Farallon Capital Management in San Francisco. She holds a B.A. from The University of Colorado at Boulder and has served on the Philanthropy Board of 100 Women in Finance since 2018.