About
Charles McCaleb is an analyst at Callodine Capital Management, LP, based in Boston, Massachusetts. He plays a key role in the firm's investment process, focusing on analyzing and managing portfolios of income-producing equities, particularly within the Health Care, Energy, Consumer Discretionary, and Real Estate sectors. His work is integral to the firm's strategy of targeting yield-oriented stocks that offer attractive cash flow and value.
Before joining Callodine, Charles accumulated over 11 years of financial services experience, including eight years at Driehaus Capital Management in Chicago. At Driehaus, he managed real estate investment trust (REIT) and midstream energy portfolios, was involved in equity income strategies managing up to $350 million, and worked directly with founder Richard Driehaus's personal assets. Earlier in his career, he was an associate at State Street Corp.
Charles holds an MBA from the Kelley School of Business at Indiana University and a Bachelor of Science in Physics and Philosophy from Union College. He is also a CFA charterholder, underscoring his expertise in equity research and portfolio management within value and yield-oriented asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Callodine Capital Management | Senior Analyst | Mar 2020 to Present | — |
| Driehaus Capital Management LLC | Portfolio Manager | Jan 2017 to Mar 2020 | — |
| Driehaus Capital Management LLC | Assistant Portfolio Manager | Jan 2014 to Dec 2016 | — |
| Driehaus Capital Management | Senior Analyst | May 2012 to Dec 2013 | — |
| Driehaus Capital Management | Summer Equity Analyst Intern | May 2011 to Aug 2011 | — |
| State Street | Senior Associate | Mar 2008 to Aug 2010 | — |
| State Street | Associate | Sep 2007 to Feb 2008 | — |
Education
Indiana University - Kelley School of Business
MBA, Finance
2010 — 2012
Union College
BS, Physics, Philosophy minor in Astrophysics
2002 — 2007
Others at Callodine Capital Management, LP (11)
| Name | Role | Location |
|---|---|---|
C Caitlin Sanders | Managing Director - Originations | Boston, MA , United States |
J Joe Harney | Managing Director | Boston, MA , United States |
 | Senior Managing Director, Head of Origination | MA , United States |
M Matthew Masucci | Senior Analyst | Boston, MA , United States |
 | Partner, Investment Analyst | Winter Park, FL , United States |
 | Principal | Boston, MA , United States |
 | Managing Director | Manhasset, NY , United States |
 | Managing Director | Boston, MA , United States |
 | Vice President of Business Development | Boston, MA , United States |
 | Managing Director | London, United Kingdom |