Charlotte Franson re-joined Capstone Headwaters in 2018 (Prior 2010-2016)
As a member of the Sponsor Coverage team, Charlotte helps to coordinates and executes Capstone Headwaters’ coverage of the private equity community. Prior to this role, she was a member of the “Building Products and Construction Services” banking team for 6 years.
During her gap years at Capstone Headwaters, she started a company-Charter Facility Funding which specializes in solving access to capital problems for new and emerging charter schools across the country.
Prior to working in investment banking, Charlotte was a stockbroker with A.G. Edwards and specialized in representing high net worth individuals with their estate and retirement planning needs.
Charlotte enjoys serving on the local school board and coaching/playing volleyball in her free time.
University of Texas at El Paso-Finance
Registrations & Affiliations
FINRA - Series 65 Registered Investment Advisor