Charles D. Sorkin
Managing Director
Upper Montclair, NJ
Charles is a career investment banker specializing in institutional debt placement. As a generalist, he has worked extensively with many of the largest securities issuers in the country, winning numerous co-manager roles in the electric utility, industrial, and financial sectors. He has considerable experience in capital markets, high-grade syndicate, and fixed income sales and trading, and has been responsible for fixed income counterparty relationships with both the Street, as well as various state and local public fund investors. He has maintained relationships with hundreds of institutional investors, governments, and also acted as a liquidity provider on Bloomberg and MarketAxess. His prior experience on the sell-side encompassed equity research and equity capital markets, and his teams participated in syndicated debt and equity capital raising transactions which have generated substantial global proceeds for his clients.
Prior to joining HamiltonClark he was:
- Managing Director of Debt Capital Markets at Siebert Cisneros Shank & Co., LLC, one of the largest woman-and minority-owned investment banks on Wall Street
- Managing Director of Debt Capital Markets at Muriel Siebert & Co., Inc., New York, NY
- Managing Director, Fixed Income Sales and Trading, MAGNA Securities, New York, NY
- Senior Vice President, Sales and Trading, Fixed Income Syndicate Manager, Muriel Siebert & Co.
- Senior Vice President, Debt Capital Markets, Samuel A. Ramirez & Co., Inc, New York, NY
Corporate Boards, Non-Profits, and Professional Associations
Currently and previously a member of the Board of:
- Methodist Home for Children Foundation, Chairman of the Board, Philadelphia, PA
- Board of Guardians of the Washington Square United Methodist Church, a New York State Endowment Fund
Education, Securities Licenses
- Bachelor of Science degree in Chemistry from the University of Pittsburgh
- General Securities Principal and holds Series 24, 62, 63 and 79 licenses
- Lives in Upper Montclair, NJ