Charles Schwartz

Collaborator
DISC Type : is

Managing Partner at Titanium Capital Group

Stamford, Connecticut, United States

Overview

Charles Schwartz is the Managing Partner of Titanium Capital Group, specializing in originating and executing complex alternative investment transactions. His expertise is in structured financing for clients who struggle to secure traditional funding. He holds an MBA from The Wharton School and has held senior roles at Goldman Sachs, UBS, and AIG.

His academic background includes a Masters degree from Johns Hopkins School of Advanced International Studies, alongside his Wharton MBA. He maintains an interest in his alma mater and in firms known for their quantitative investment strategies, such as The D. E. Shaw Group.

Unique fact: His firms niche is funding valuable but complex businesses that traditional capital sources often overlook.

Personality Overview

Example Driven

Fair-minded

Appreciative

They are more likely to go for proven solutions.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Topics They Care About

Alternative Investments
As Managing Partner of Titanium Capital, his focus is on sophisticated alternative investment transactions, particularly for opportunities ranging from $50-$500 million.
Structured Finance
His career includes leading structured products and strategic financial products groups at AIG, UBS, and Goldman Sachs, demonstrating deep expertise in this area.
Capital Markets
Previously served as Vice President at Goldman Sachs, where he was the Head of Capital Markets Derivatives for North and Latin America.

Media Appearances

Charles has no verified media appearances

Work History

1-2003
Managing Partner at Titanium Capital Group
1999 - 2002
Managing Director at AIG Trading Group
1995 - 1998
Managing Director at UBS
1993 - 1995
Vice President at Goldman Sachs
1987 - 1993
Vice President at AIG Financial Products

Education

1983 - 1985
Master of Business Administration (MBA) from The Wharton School
1982 - 1984
MA from Johns Hopkins School of Advanced International Studies (SAIS)

More Information

Social Presence :

Prographics :

Exp : 40 Location : Stamford, Connecticut, United States Job Level : N/A Designation : Managing Partner at Titanium Capital Group
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Summarize the key points at the end of the conversation
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Charles

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Charles take some risk or not?

  • It is unlikely that they will take many risks.

You And Charles

Personality Compatibility


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