Our People
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Our Partners’ extensive experience in solving challenging and wide-ranging business problems is put to work for our clients with each and every engagement. Their active involvement not only demonstrates dedication and commitment, but also helps to ensure distinctive, practical solutions that drive profitable growth.

Click on the links below to read our leadership profiles.


    As the founder and President of Lake Partners, Joe has a broad experience base applying research and analysis to high stakes topics and rapidly changing industries. He has significant expertise in segmentation and targeting, pricing strategy, new market entry, economic analysis and modeling, government regulation and operational improvements.

    Joe has worked extensively with corporate clients, institutional investors and non-profits. He has wide-ranging industry experience including technology, financial services, energy, health care, agriculture and manufacturing.

    Prior to returning home to Seattle and founding Lake Partners in 1997, Joe was part of the management team at Dean and Company in Vienna, VA. He began his consulting career with Strategic Planning Associates (SPA), a Washington, D.C. firm which has since merged to become Oliver Wyman.

    Joe graduated magna cum laude with a B.S.E. from the Wharton School of Business at the University of Pennsylvania, with concentrations in finance and marketing, and a B.A.S. from the Moore School of Electrical Engineering at the University of Pennsylvania.


    A diverse background and exceptional analytical strengths make Charles not only an esteemed Partner at the firm but more importantly, a powerful ally for our clients. He has direct experience in a number of industries including high tech, financial services, biotech and healthcare focusing on sales, marketing and operational improvements. Through this ongoing work, Charles has developed a particular expertise in financial and simulation modeling as well as investment research and analysis.

    Prior to joining Lake Partners in 2002, Charles was a member of the executive team at BDC Financial, a start-up in the private equity space which was later acquired by Bear Stearns. Before BDC, Charles was a Principal at Treacy and Company, a consulting and venture capital firm in Boston, MA.

    Charles graduated cum laude from Harvard College, with a concentration in political science and economics.