Charles Trunz

Associate Director

New York

Charles (Chas) Trunz is an associate director in BRG’s Financial Institutions Advisory practice, where he focuses on analyzing credit risk, market, enterprise, liquidity, and operational risk capital.

Most of his advisory focus has been in response to regulatory reviews of risk management framework elements. Over the past several years, Mr. Trunz has conducted gap assessments of required obligations based on products, services, geographies, and entities. Most recently, he assisted in developing stress-testing programs, forecasting resolution capital and liquidity requirements, performing asset-quality reviews, conducting asset pricing, and implementing sustainable credit-risk processes to satisfy regulatory requirements and industry best practices.

Mr. Trunz has over fifteen years of experience in the credit markets, focusing on specialized, structured, and leveraged finance. Before joining BRG, he worked at a global financial services firm, where he was involved in the client solutions group, focusing on new and existing business in the firm’s risk practice. He worked closely with C-suite executives to develop strategies around efficiency and their response to regulatory actions. Mr. Trunz’s focus was relevant for both front office and compliance functions. In his last year with the firm, he ran the Transformation Solutions group and led a team of experts working with clients to implement new technologies and outsourcing capabilities to create efficiencies and cost savings.

Mr. Trunz’s foundation in credit began at a solution- and research-driven investment bank in New York, where he was instrumental in the development of its leveraged and complex credit finance group. He began in the high-yield sales team and was one of the first hires in the firm’s leveraged finance group. In 2009, with the buyout of a global financial services firm, his focus transitioned to the distressed debt team.

In 2010, Mr. Trunz was recruited to assist in the buildout of a global wholesale bank’s leveraged finance group. He traded structured credit and high-yield bonds and bank debt in both Canadian and US dollars. He later joined a banking and financial firm’s specialty finance group, focused on raising capital for both private and public companies, and managed a team of eight salespeople. He became a member of the firm’s investment committee and structured both equity and debt solutions for hedge funds and private equity clients.