Meet the M+ Team
Charles Sleys
Charlie is the ultimate puzzle-solver, designing high-end financial models that align precisely with each client's unique goals and needs.
Charles Sleys
Director of Case Design
Of course Charlie’s go-to party trick is solving a Rubik’s Cube. He spends most of his professional time on puzzles of a different kind analyzing, arranging, and modeling the many moving parts of a client’s financial life to bring clarity and confidence to complex decisions. For Charlie, there are no problems, only solutions that haven’t been discovered yet.
The case-design role requires a balance of technical precision, strategic thinking, and clear communication, all part of Charlie’s arsenal as he collaborates with advisors and internal teams to interpret financial scenarios, present model outputs, and make real-time adjustments. No two cases are ever the same; Charlie loves the challenge of recognizing patterns and identifying the right structure to make a client’s design effective and easy to understand.
As a member of the M+ team, Charlie is most inspired by the small, consistent ways his colleagues show integrity, think critically, and support each other. His life outside of work is all about the little moments, too: traveling, spending time with friends and family, catching a good movie, or relaxing at the beach.