The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Charles Agee is the founder and CEO of Westfleet Advisors. Mr. Agee is a seasoned litigation finance executive with deep expertise in the financial, legal, and operational aspects of the litigation finance industry. He maintains an extensive industry network and has a comprehensive knowledge of the industry’s competitive landscape.
For fifteen years prior to founding Westfleet, he was a capital provider in the litigation finance industry and has personally overseen the origination, investment diligence, and structuring of financing transactions in over a thousand complex litigation matters.
Mr. Agee began his career by co-founding one of the first litigation finance companies in 1998. Partnering with Wall Street veterans, he oversaw the construction of litigation finance portfolios in a variety of complex legal claims. He also was responsible for ensuring compliance of financing activities with legal ethics and other regulatory issues relevant to litigation finance and managed engagements with leading experts on these subjects in virtually every state.
In late 2013, Mr. Agee recognized an opportunity to bring greater transparency and efficiency to the litigation financing market and to deliver value to a broader audience. He founded Westfleet Advisors with a core focus of helping law firms and their clients navigate the litigation financing market more efficiently and with greater peace of mind.
Charles Agee is a Phi Beta Kappa graduate in Economics from Rhodes College.