My guest this week is Charles Huot. Charles has over 20 years of experience in institutional equity sales, eight years with Morgan Stanley and 16 years with Bank of Montreal and Credit Suisse. He worked from different locations, amongst them Montreal, Toronto and New York.
Charles joined Morgan Stanley in 2013 as the relationship manager for Quebec-based Institutional accounts, specifically all the significant Pension funds, Mutual funds and insurance companies like CDPQ, PSP, Fiera, and CN Investment trust. He works in the Equity Division and regularly interacts with Investment Banking Division. Charles' main task is to advise large institutions on their investments and to make sure they buy or sell stocks at the right price.
In 2021, Charles will take on additional responsibilities within Morgan Stanley by collaborating on the expansion of Shareworks, a new Morgan Stanley division that offers intuitive solutions that help realize the full potential of stock plan compensation. It is a customizable solution for companies to empower their employees by making their finances a wellness source.
Mr. Huot earned a Bachelor of Business Administration from UQAM as well as Accounting from McGill University.
Charles is the father of three teenagers and enjoys practicing various sports in his free time, especially cycling, which he excelled at, at a younger age.
Recorded on March 19, 2021
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