Charlie Woo

President

  • Direct: (310) 529-5703

  • Fax: (714) 908-5101

  • Email: cwoo@fbfloans.com

Charlie Woo is the President of Fidelity Bridge Loans LLC. Most recently, he served as Vice Chairman at Wells Fargo as part of the Corporate & Investment Banking Division, where he became the youngest Vice Chair in the history of the firm. He was honored by the Los Angeles Business Journal in 2018 as one of the twenty-two Most Influential Investment Bankers in Los Angeles.

Focused on Mergers & Acquisitions as well as Debt and Equity Capital raises for clients across the U.S., he led the U.S. Regional Investment Banking Coverage Group, which pioneered the decentralized model of putting investment banking teams and offices in the top major regional markets in America. Though experienced across all sectors, Charlie’s primary focus was on the Specialty Finance and Alternative Lending sectors, in which he and his team advised on more M&A deals than any advisor on Wall Street, including most of the marquis transactions that led to the consolidation and institutionalization of what was a cottage industry of private money / bridge lending to the real estate sector: Genesis/Oaktree; Genesis/Goldman Sachs, Anchor Loans/Wafra, Sabal/Regents Bank, KKR/Merchants Mortgage & Trust, ROC Capital (Private Placement), Velocity Financial (IPO), and Mesa West/Morgan Stanley. He also chaired the Strategic Partnerships Steering Committee for the Investment Banking Group / Private Wealth Group / Commercial Banking Group to establish one of the most successful partnership models in banking.

Charlie has over 27 years of experience in investment banking and principal investing. Prior to Wells Fargo Securities, he was Head of West Coast Originations for Silver Point Capital, which, at the time, managed $9.5 billion and was one of the largest and most successful hedge funds focused on private credit and special situations investments. Before Silver Point, he was a senior investment banker at Citigroup. He started his career as an analyst and associate in the M&A group at Morgan Stanley in New York and Los Angeles as well as at Thomas H. Lee Partners in Boston before graduate school.

Charlie received his undergraduate degree in Government from Harvard College and also attended Harvard Business School. He serves or has served on the non-profit boards of Foothill Family Services, Pasadena Library Foundation, San Marino Community Church Foundation (President), Wells Fargo’s Public Affairs Council for Los Angeles/Orange County.