baltimore financial advisorsCharlesmead seeks to avoid potential conflicts of interest that often arise in bulge-bracket firms and multi-product banks. Our senior advisors have provided advice and services to some of the largest U.S. companies and for many of the major U.S. professional investment institutions.

We offer investment banking and strategic advice that is rigorously focused on the creation of improved shareholder value. Charlesmead's team-oriented strategy permits us to serve our clients with senior personnel and extraordinary flexibility.

Founded in 2011, Charlesmead's senior professionals have more than 40 combined years of experience in strategic, transactional, and valuation work.

Privacy Policy

Charlesmead is committed to protecting the privacy of its clients. We place a high priority on maintaining the confidentiality and security of the personal and account information that clients share with us in the normal course of doing business. Information may be shared between the Firm's employees, registered representatives, and affiliates. We do not disclose any nonpublic information about our customers or former customers to anyone else, except as permitted by law. Moreover, the Firm expects to collect nonpublic personal information relating to non-institutional clients solely for the purpose of passing that information on to (a) issuers, in issuer private placements, or (b) underwriters, in underwritten transactions. In either case, the client will specifically consent to that use of such subscription information.

We only use information about you and your accounts to help provide you with better service, respond to communications from you, make it more convenient for you to transact business with the firm or to comply with legal and regulatory requirements. We provide access to information about you to non-affiliates in certain limited circumstances, including:

  • to lawyers, accountants, and others in order to permit those persons to discharge their responsibilities to the Firm;
  • to other broker-dealers, where you have indicated an interest in purchasing securities in a public offering where we and such other broker-dealers are acting together;
  • to issuers, where you have indicated an interest in purchasing securities directly in a private placement.

We maintain physical, electronic and procedural safeguards to protect your personal information. If you prefer to limit the sharing of your information, please contact us at 415.844.7700.