William Charlton, CFA

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William Charlton, CFA

Dr. Charlton has been in the financial services industry since 2000 and joined Altius Associates in 2013, which was acquired by Pavilion Financial Corporation in 2016 and merged with LP Capital Advisors to become Pavilion Alternatives Group. Dr. Charlton leads Pavilion’s Global Research & Analytics team which contributes valuable market research and thought leadership to clients and the industry at large. Previously, Dr. Charlton was a Senior Lecturer in Finance at the University of Texas at Austin, where he was also Associate Director of the Hicks, Muse, Tate and Furst Center for Private Equity Finance. He taught courses in investments, quantitative investments, entrepreneurial finance, and the capstone case course in the MBA program Financial Strategies in Private Equity. Prior to that, Dr. Charlton served as Managing Partner at specialist consultants BH Equity Research in San Jose, CA where he was also the Managing Director & Founder of Context Private Equity Alpha, a fund of funds manager. In 2001 he received tenure as an Associate Professor of Finance at the University of Richmond. Dr. Charlton holds a PhD in Finance from the University of Texas at Austin, an MBA from St. Mary’s University, and a BS in Electrical Engineering from Texas A&M University. He is a CFA® charterholder.

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