Prior to founding Trestle Capital Partners in 2003, Charles built and led the private equity group of Harbert Management Corporation (“HMC”). HMC is a diversified alternative asset management firm based in Birmingham, AL that manages capital for a Forbes 400 family, as well as for third party institutional and high net worth investors. In his role at HMC, Mr. Shook designed and implemented the private equity investment strategy, built the dedicated team of private equity professionals, and most importantly, sourced, executed and managed a diversified portfolio of private equity investments. In addition to his private equity experience, Mr. Shook has worked as an investment banker with Morgan Keegan & Company, Inc., a leading regional investment bank, where he ultimately rose to run its Financial Institutions investment banking practice. Mr. Shook has also worked as a management consultant for FMI Corporation, the largest consulting firm in the country focused exclusively on construction and construction-related industries.
Charles received a B.A. in economics from the University of North Carolina and an M.B.A. from the Darden School of Business at the University of Virginia.
Prior to joining Trestle Capital Partners in 2003, Andy worked as an investment banker with Greenhill & Co. and Bear, Stearns & Co. in New York, specializing in merger and acquisition advisory. While in New York, Andy completed fourteen M&A transactions with a combined transaction value of $8.5 billion.
Andy received a B.B.A. summa cum laude in Finance / Organizational Behavior and Business Policy from Southern Methodist University, where he was a President’s Scholar, and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina, where he was a Bank of America Fellow.