Investments

Charlenne Ospina

Assistant, Investor Relations

Charlenne Ospina is an Investor Relations Assistant with 5 years of experience in the field. She holds an Associate Degree in Paralegal Studies and a Bachelor’s Degree in Business Management from Barry University, Miami, FL. With over 8 years of experience in client relations, Charlenne has spent the last 5 years assisting investors while working with real estate attorneys and a private equity firm. Her key skills include client relations, communication, and research

Among her professional achievements, she has successfully processed over $600 million in private equity investments across the U.S. and is dedicated to helping investors generate passive income while building strong, long-lasting relationships.

Born in New York and raised in Cali, Colombia, Charlenne enjoys reading, going to the beach, working out, and indoor cycling. Driven by a desire to educate younger generations about investing and financial literacy, her favorite podcast is “Girls That Invest.” At Phoenix Capital Group, she aims to contribute her passion for innovation and collaborative spirit to help the team drive transformative solutions and achieve excellence.

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