Healthcare Investment
Banking Experts

Charles Tran Associate
  • Associate, img-bio
  • Investment Banking Experience: 4 years
  • University of California, San Diego, B.A. Economics with Honors & Distinction, B.S. Human Biology, Minor in Psychology 1200px.University_of_California._San_Diego_seal.svg
  • Transactions: 10+
  • Total Deal Value: $1.6B+
  • Hometown: Tustin, CA
Professional Experience

Charles has over 4 years of investment banking experience. Prior to joining Edgemont, he worked as an Associate in the health care group at Raymond James and as an Analyst in the healthcare group at Oppenheimer & Co in San Francisco, focusing on M&A and capital markets advisory for pharmaceutical, biotechnology and tools/diagnostics companies. Before joining Oppenheimer, Charles worked at Bainbridge Capital, a capital advisory firm in San Diego, where he originated and evaluated acquisition opportunities for middle-market private equity funds. Charles received a B.A. with Honors and Distinction in Economics and a B.S. in Human Biology from the University of California, San Diego.

 

Charles holds series 63 and 79 securities licenses.

Charles has over 4 years of investment banking experience. Prior to joining Edgemont, he worked as an Associate in the health care group at Raymond James and as an Analyst in the healthcare group at Oppenheimer & Co in San Francisco, focusing on M&A and capital markets advisory for pharmaceutical, biotechnology and tools/diagnostics companies. Before joining Oppenheimer, Charles worked at Bainbridge Capital, a capital advisory firm in San Diego, where he originated and evaluated acquisition opportunities for middle-market private equity funds. Charles received a B.A. with Honors and Distinction in Economics and a B.S. in Human Biology from the University of California, San Diego.

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  • Personal

    I was born and raised in the U.K. and spent 14 years there before my family moved to Los Angeles. Spent a few years in San Diego and San Francisco before moving to New York.

  • Family

    My family lives in the LA area, while my dog and I live by Central Park.

  • Passions (outside of work)

    An avid volleyball and basketball player since high school. My other passions include surfing, running, snowboarding and rocking out on the acoustic guitar.

  • Secret Ambitions

    To visit every city.

  • Parallel Universe

    In a parallel universe, I would be a pilot in the air force or the WWF champion of the world.