Addepar
Charlie Mackenzie is currently a Manager in Client Success at Addepar since August 2022. Prior to this role, Charlie held various positions at BNY Mellon | Pershing from December 2007 to August 2022, including roles such as Vice President, Technology Consultant, Trainer and Knowledge Management Specialist, Account Manager, and Client Trainer. Charlie graduated from Rollins College in 2007 with a Bachelor of Arts in Economics and Communication.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.