Chuck Stutenroth
Managing Partner, Canopy Partners
- Role
- Managing Partner at Canopy Partners, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Chuck Stutenroth
Partners for GenerationsCanopy Partners is a shared family office serving families of generational wealth as a trusted, financial home. An SEC registered investment advisor (RIA), the firm provides a variety of high-value investment, planning, fiduciary, and member services to a select group of extraordinary client members. Independently owned, the family office operates on a member-only basis, serving families whose circumstances closely align with our abilities and skillset. This selective approach facilitates our philosophy of hyper-personalized service, deep expertise, and our focus on the issues impacting family generational wealth.Information contained on this site is for informational purposes only and should not be considered as investment advise or recommendation of any particular strategy or product. This profile should not be considered as a solicitation of service.
Experience
Managing Partner
Jul 2023 — Present · Cincinnati, OH, US
I founded Canopy Partners to bring a higher-level experience to clients who are searching for a trusted partner in the stewardship of generational wealth. I have enjoyed a 25+ year career spanning the institutional and family office investment advisory industry and bring an entrepreneur’s spirit and a tried-and-true management approach honed over decades of leading in larger corporations. As Managing Partner, I guide the vision of the firm and collaborate closely with my colleagues to form resilient strategic plans, build deep relationships, and execute on firm goals.I am also an accomplished portfolio manager with a rich skill set across both the public and private markets. As a member of Canopy’s investment committee, I am actively involved in all matters pertaining to the investment capability of the firm including investment strategy, asset allocation, manager sourcing, due diligence, and capital markets research. A strong communicator and educator, I am passionate about entrepreneurism, family stewardship, and the power of the capital markets.
Education
University of Kentucky
BBA, Economics and Management
Xavier University
MBA, International Finance
Chartered Financial Analyst
C.F.A., Chartered Financial Analyst
Skills
- Valuation
- Finance
- Asset Managment
- Risk Management
- Fund of Funds
- Due Diligence
- Hedge Funds
- Venture Capital
- Securities
- Derivatives
- Estate Planning
- Investment Strategies
- Alternative Investments
- Private Equity
- Institutional Investments
- Asset Management
- Equities
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investments
- Financial Modeling
- Investment Management
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