Charles Gleason

Charles "Chuck" Gleason is a Managing Director at Stern Brothers & Co., based in Kansas City, Missouri. Stern Brothers is one of the few remaining independent, privately held investment banks in the United States, with roots dating to 1917 and a corporate office in St. Louis. The firm is certified as a 100% woman-owned, woman-led Women's Business Enterprise (WBE) investment bank, providing underwriting, private placement, financial and strategic advisory, M&A, credit enhancement, and remarketing services to clients nationwide.

Gleason's documented work sits in public/municipal finance, particularly general obligation bond underwriting for public entities. His LinkedIn profile highlights leading a sole-managed $31,309,304.20 GO Bond Anticipation Note (BAN) underwriting for the Oxnard School District in California — the kind of tax-exempt public-finance transaction that is Stern Brothers' core business. His listed professional skills include management, business strategy, and business development.

Stern Brothers has, over recent five-year windows, served as underwriter, placement agent, remarketing agent, or financial advisor on nearly 400 municipal transactions nationwide totaling roughly $19.3 billion of fixed-rate bonds. The firm also runs an Energy and Infrastructure Finance practice (founded in 2003 by Managing Director John May) that structures taxable and tax-exempt bonds for renewable-energy, waste-to-energy, and infrastructure projects — including a documented partnership with consulting firm GBB for waste-to-energy transactions.

I was unable to locate verified details on Gleason's education, prior employers, or tenure start date; his firm team-page profile appears to have been removed (the URL now returns a 404), and detailed aggregator profiles (ZoomInfo, RocketReach) are behind access walls.

• Works in public/municipal finance, not startup equity — the relevant "deals" are bond underwritings and placements for public and quasi-public issuers, not seed-stage venture checks.
• Documented specialty in school-district general obligation bonds and bond anticipation notes (e.g., California K-12 districts).
• Operates within Stern Brothers' broader mandate: municipal and corporate finance, underwriting, private placement, credit enhancement, and remarketing for U.S. clients.
• Firm-level adjacency to energy, infrastructure, and renewable/waste-to-energy project finance, where Stern structures debt to optimize project economics and expand the investor pool (e.g., leveraging USDA guarantees and tax-exempt structures).
• No publicly stated personal "investment thesis" for angel/seed investing was found; treat any such claim as unverified.