Family Office Services
Charlotte K. Atkinson, CIPM
Charlotte is the operations manager at New Republic Partners. She oversees fund administration and assists in the firm’s onboarding and integration of new clients onto the firm’s digital platform.
Charlotte brings extensive experience in operations and portfolio reporting for investment clients. She spent a decade at Global Endowment Management, working most recently as director of portfolio reporting for institutional clients. Prior to that role, she served as an operations associate and as a coordinator with the public investments team.
Charlotte graduated magna cum laude from Wofford College with a B.A. in finance and a minor in economics.
She is a Heart Math tutor and a grants committee member for the Women’s Impact Fund.