David Charles is an Investment Associate with BIP Ventures. He brings subject matter expertise that includes financial modeling, sell-side healthcare M&A, industry coverage analysis, and Leveraged Buyouts. From a sector standpoint, David focuses on healthcare and marketplace software. At BIP Ventures, David helps to produce marketing materials, identify investment opportunities, perform due diligence, and support portfolio companies.
Before joining BIP Ventures in 2023, David worked in Healthcare Investment Banking at Truist Securities. His experience also includes work with the Wealth and Investment Management team at Wells Fargo Advisors.
David holds a B.S. from Vanderbilt University with a focus in Human and Organizational Development. Outside of work, he's an avid and accomplished pitmaster.
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