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Chuck joined Catalyst in 2004 and directs the day-to-day operations of the firm including all trading activity and performance reporting. Prior to joining Catalyst, he led the Data Management team at Advent Back Office, a back-office outsource solution for financial professionals and investment firms. Before joining Advent, Chuck managed the trading, reporting and reconciliation groups at AssetMark Investment Services. Chuck received his B.A. in English Literature from Saint Mary’s College of California, and has received the Accredited Wealth Management Advisor designation through the College for Financial Planning. Chuck enjoys whitewater rafting, hiking, photography and coaching youth soccer. Contact Chuck at cbaird@catalystim.com | 