Chuck Kaiser
CHUCK KAISER
Vice President
Chuck Kaiser is a registered representative. In this role, he is primarily responsible for developing and maintaining relationships with institutional investors with a focus on insurance companies. Chuck’s ability to explain very complicated products in a way that makes them easier to understand, along with his wealth of experience and expertise, directly supports initiatives and the Company’s mission to positively impact communities across the United States.
Chuck has extensive experience developing and marketing complex and innovative fixed income securities and tax credits to institutional investors and has placed in excess of $10 billion over his career. He began his career at Goldman Sachs & Company as an institutional fixed income salesman in New York, Dallas, and San Francisco. Chuck has covered every type of institutional investor nationally for all fixed income products.
In 1991, Chuck joined A.G. Edwards & Sons as an institutional sales professional. After leaving A.G. Edwards & Sons, Chuck served in numerous capacities including creating and placing custom structured products and selling and trading fixed income and equity securities at Stifel Nicolaus. As a Managing Director at Rockwood Group, he placed both state and federal tax credits in excess of $100 million with insurance company investors. As a Managing Director at Monarch private capital, Chuck placed in excess of $300 million in state and federal tax equity.
Chuck earned a BA in economics and business administration from Vanderbilt University, a JD from the Northwestern University School of Law and an MBA from the Kellogg School of Management. He is a licensed attorney and an active member of the Missouri Bar Association. Chuck is the President of ECC Nepal, a Missouri domiciled not-for-profit corporation that improves the education experience for students in rural Nepal by implementing modern teaching techniques.
