Canaccord Genuity Charlotte Office

Any insight on the CG Charlotte office? Curious about group/coverage role, culture, etc.

6,197 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Oct 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“I wanted to share some feedback on my sessions with Andre. Andre has deep knowledge of investment banking, and he approaches every topic very strategically. His guidance while I was preparing my interview stories was especially valuable. One thing that stood out was that even a week after our previous session, Andre remembered me and everything I had shared about my background and goals. That meant a lot to me and made our sessions much more productive. He is also very direct. He tells me clearly what works and what doesn’t, which is exactly the kind of feedback I need. At the same time, he is funny and witty, so working with him is a lot of fun. Our sessions almost always run longer than scheduled, because Andre makes sure we cover everything properly before we wrap up. He is very dedicated and very patient, and I really appreciate the time and effort he puts in. I leave every session with Andre feeling clearer and more confident about my preparation. Thank you, Andre.”

Southern Illinois University at Edwardsville

Class of '20 Jul 2026 Cohort

5.00/5

Investment Banking Mock Interview

“Julius has continued to go above and beyond each time I have a session with him. I have had 20+ sessions since joining the Academy and he is always willing to push your knowledge, put you in situation where you feel pressure and provides a calmness and will help you think through the situation. Like for today's mock he had built out a modeling test (LBO), something I had never done before, he pushes your knowledge while working through it and then provides great explanations on anything you may have missed at the end. I feel like he's provided me with the most valuable feedback and continues to will help anyone who is hungry to learn and expand their knowledge. Truley a great mentor!”

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2 Comments

PE

Associate 3 in PE - LBOs

3y

I know there’s tech-enabled services out of there, and they’re staying busy in this market. Lot of digital transformation businesses and MSPs. The two MDs I talk to out of there are chill as fuck, which I imagine has to help with culture but idk for sure, that can be deceiving sometimes.

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Authored by: Certified Private Equity Professional - Vice PresidentCertified Private Equity Pro

-bro-

IB

3y

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Canaccord Genuity Charlotte Office

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