Charles Heaney
About Charles Heaney
Charles Heaney is a Director in Investment Banking, specializing in Equity Capital Markets at UBS, where he has worked since 2022. He has extensive experience in At-The-Market Offerings and managing share repurchases, with a career spanning over two decades in various roles at UBS and Morgan Stanley.
Current Role at UBS
Charles Heaney currently serves as the Director of Investment Banking in the Equity Capital Markets division at UBS. He has held this position since 2022. In this role, he focuses on providing strategic advice and execution for equity offerings, leveraging his extensive experience in the investment banking sector. His responsibilities include managing At-The-Market Offerings (ATMs) and overseeing share repurchases and corporate buybacks.
Previous Experience at UBS
Before his current role, Charles Heaney worked at UBS as the Director of the 10b5-1 Trading Group from 2019 to 2021. In this capacity, he specialized in the execution of 10b5-1 plans, which are designed to facilitate stock repurchases and sales by corporate insiders while adhering to regulatory requirements.
Career at Morgan Stanley
Charles Heaney has a significant tenure at Morgan Stanley, where he worked for 15 years in various roles. He began as a Convertible Bond Trader from 2000 to 2006, then progressed to Vice President of Convertible Bond Sales & Trading from 2006 to 2015. He later served as Vice President of Corporate Sales Trader from 2015 to 2019. His experience at Morgan Stanley provided him with a strong foundation in equity trading and investment banking.
Education and Expertise
Charles Heaney studied Finance at Providence College, where he earned his Bachelor's degree from 1996 to 1998. He also attended Fairfield University. His educational background complements his professional expertise in managing share repurchases, corporate buybacks, and executing efficient transactions in the equity trading sector.
Specializations and Skills
Charles Heaney specializes in At-The-Market Offerings (ATMs) and has a strong understanding of 10b5-1 plans and Rule 144 restricted stock sales. He has developed a reputation for delivering efficient and cost-effective transactions for clients in the equity trading and investment banking sectors, showcasing his ability to navigate complex financial landscapes.