Charles Vinci

Energizer
DISC Type : I

EM/Global Macro Portfolio Management at Millennium

New York City Metropolitan Area, United States

Overview

With two decades of expertise in emerging markets, primarily Latin America, Charles is a Global Macro Portfolio Manager at Millennium. He has a strong record of P&L results, specializing in trading debt, currency, and derivatives. He earned a BS from the University of Scranton and an MBA from Fordham Gabelli School of Business.

As the owner of Redwood Ventures LLC, Charles is an active real estate investor. His professional life has also involved vast regional travel, giving him deep firsthand knowledge of the areas he invests in, particularly within Latin America.

Unique fact: He has led back-office teams (legal, tax, financial control) to ensure seamless entry and transactions in new countries.

Personality Overview

Imaginative

Enthusiastic

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Latin American Markets
Possesses twenty years of specialized expertise in Latin American emerging markets, complemented by extensive regional travel.
Global Macro Strategy
His career focus is on EM/Global Macro, with broad experience trading debt, currency, CDS, and complex derivative structures.
Capital Preservation
Adheres to a strict investment philosophy of capital preservation guided by fundamentals, risk-reward analysis, and liquidity conditions.

Media Appearances

Charles has no verified media appearances

Work History

4-2021
EM/Global Macro Portfolio Management at Millennium
Real Estate Investor/Owner at Redwood Ventures LLC
Executive Director at Morgan Stanley
Director at Merrill Lynch
Director at Citi

Education

Master of Business Administration - MBA from Fordham Gabelli School of Business
Bachelor of Science - BS from University of Scranton

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : EM/Global Macro Portfolio Management at Millennium
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Charles

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Charles take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Charles

Personality Compatibility


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