Managing Director, Tax Credit Investments
Chuck Kaiser

Chuck Kaiser is a managing director for Monarch Private Capital’s tax credit investments group. In this role, Chuck is primarily responsible for developing and maintaining relationships with institutional investors with a focus on insurance companies. Chuck’s ability to explain very complicated products in a way that makes them easier to understand, along with his wealth of experience and expertise, directly supports Monarch’s ESG initiatives and the Company’s mission to positively impact communities across the United States.

Chuck has extensive experience developing and marketing complex and innovative fixed income securities and tax credits to institutional investors and has placed in excess of $10 billion over his career. He began his career at Goldman Sachs & Company first as an intern, then later as an institutional fixed income salesman in New York, Dallas, and San Francisco. Chuck has covered every type of institutional investor nationally for all fixed income products.

In 1991, Chuck joined A.G. Edwards & Sons as an institutional sales professional. In 1993, he was the top grossing sales professional both in the firm’s institutional group at the St. Louis headquarters, as well as among the 4,000 financial advisors across the U.S. After leaving A.G. Edwards & Sons, Chuck served in numerous capacities including creating and placing custom structured products and selling and trading fixed income and equity securities at Stifel Nicolaus. As a Managing Director at Rockwood Group, he placed both state and federal tax credits in excess of $100 million with insurance company investors.

Chuck earned a BA in economics and business administration from Vanderbilt University, a JD from the Northwestern University School of Law and an MBA from J.L. Kellogg School of Management. He is a licensed attorney and an active member of the Missouri Bar Association. Chuck is the President of ECC Nepal, a Missouri domiciled not-for-profit corporation that improves the education experience for students in rural Nepal by implementing modern teaching techniques. In his free time, Chuck enjoys golfing, running and shotgun sports.

Education & Professional Associations

  • JD, Northwestern University School of Law
  • MBA, J.L. Kellogg School of Management
  • BA in Economics & Business Administration, Vanderbilt University
  • Licensed Attorney
  • Active Member of the Missouri Bar Association


Favorite ESG Projects
  • Turner School
  • Aulander Solar Farm
Community Activities
  • President of ECC Nepal
  • Golf
  • Running
  • Bird Hunting
  • Shotgun Sports
Credit Expertise:
Affordable Housing
Historic Rehabilitation
Renewable Energy
Tax Credit Investment
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Contact us for more information about ESG Investing, state and federal tax credits.