Fundraising Fox

Blake M. Wilcox

Investor

Partner at TA Realty · Director of Finance and Chief Compliance Officer at Carousel

Charlotte, North Carolina, United States

Find your path to Blake

881 people in our graph share verified history with Blake — schools, employers, funds. One of them is your warm intro.

David PhuunlockedBlake: together at PwC (2014–2016)
×11Blake: together at PwC

About

Blake Wilcox joined Carousel Capital in 2026. He previously worked at the investment bank Harris Williams, supporting its Primary Fund Placement team on tax, accounting, and compliance matters, and spent five years before that at PricewaterhouseCoopers in the Asset and Wealth Management tax practice. He holds a B.S. in Business Administration and an M.S. in Accounting from East Carolina University and is a licensed CPA in North Carolina.

Experience

  1. Carousel CapitalDirector of Finance and Chief Compliance Officercurrent2026 — presentCharlotte, NC
  2. Harris Williams Primary Fund Placement, LLCVice President of Finance, Primary Fund Placementcurrent2025 — presentCharlotte, North Carolina, United States
  3. Harris Williams Primary Fund Placement, LLCPrincipal Financial Officer | FINOPcurrent2021 — presentCharlotte, North Carolina, United States
  4. Harris Williams Primary Fund Placement, LLCController2020 — 2021Charlotte, North Carolina Area
  5. PwCTax Senior Associate - International Tax Services Quantitative Solutions2018 — 2020Charlotte, NC
  6. PwCTax Senior Associate - Financial Services2014 — 2020Charlotte, NC
  7. U.S. BankCDO Portfolio Administrator2012 — 2014Charlotte, North Carolina Area
  8. U.S. BankSales / Trading Support2011 — 2012Charlotte, North Carolina Area
  9. Small Business Technology & Development CenterGraduate Assistant2010East Carolina University
  10. Wachovia Securities, LLCIntern2007 — 2008

Skills & more

Private PlacementsInvestment AccountingBig Four Accounting FirmsMarketing MaterialsFINOPSeries 24Financial AccountingQuickBooksRegulatory ReportingFINRAFinance10Accounting9
+11 moreFixed IncomeBloombergFinancial AnalysisPrivate EquityGAAPTaxFinancial ReportingInternational TaxAlteryxExcel ModelsMicrosoft Excel
  • The Executive Program for Prospective CFOs — University of Chicago Booth School of Business Executive Education
  • Series 24 - General Securities Principal — FINRA
  • Series 63 - Uniform Securities Agent State Law Examination — FINRA
  • Series 7 - General Securities Representative — FINRA
  • Series 27 - Financial and Operations Principal Examination — FINRA
  • Certified Public Accountant — AICPA

From Blake's professional profile.

Colleagues at TA Realty

Aaron K. Cohen
Partner at TA Realty
Alan E. Brand
Partner at TA Realty
Allison P. O'Rourke
Partner at TA Realty
Ally B. Braswell
Controller at Carousel
Andrew Mosellie
Vice President at Meadow Partners
Anna G. Cole
Associate at TA Realty
Brian R. McDonald
Director at TA Realty
Brooks D. Wales
Partner at TA Realty

Frequently asked questions

Who is Blake M. Wilcox?
Blake Wilcox joined Carousel Capital in 2026. He previously worked at the investment bank Harris Williams, supporting its Primary Fund Placement team on tax, accounting, and compliance matters, and spent five years before that at PricewaterhouseCoopers in the Asset and Wealth Management tax practice. He holds a B.S. in Business Administration and an M.S. in Accounting from East Carolina University and is a licensed CPA in North Carolina.
Where does Blake M. Wilcox work?
Blake M. Wilcox is Partner at TA Realty.
Where did Blake M. Wilcox go to school?
Blake M. Wilcox studied at East Carolina University - College of Business (MS, Accounting); East Carolina University - College of Business (BSBA, Financial Services).

Same school

Also attended East Carolina University - College of Business4

Andrew ForysiakOwner, AJF and Associates at Riphean InvestmentsOlaf HannemannCo-Founder, Growth at CV LabsDaniel WildFounder / Lead Investor at TiburonVerlin HendersonFounder/CTO at ExceptionALLY

Shared employers

Also worked at Carousel Capital10

Charles S. GriggManaging Partner at CarouselM. Adam ElmorePrincipal at CarouselS. Tyler MosesPrincipal at CarouselJack C. ShannonVice President at CarouselElizabeth G. ChappellAssociate at CarouselWill H. HullAssociate at Carousel

+ 4 more

Also worked at Harris Williams Primary Fund Placement, LLC1

Billy BreedDirector of Business Development at BIOSPRING PARTNERS

Also worked at PwC1,861

David PhuController at Felicis VenturesJen WangDeal Operations Manager at Felicis VenturesTianen LiangTax Controller at Felicis VenturesAryo TehranianManaging Director at Mayfair Equity PartnersAne Tolnes HaugdalInvestor at InvestinorEgilInvestor at Investinor

+ 1,855 more

Also worked at U.S. Bank50

Jonathan BavaroAccounting Manager at Founder CollectiveMinh LeManaging Director at Service Provider CapitalHenry BrodieOperating Partner & COO at 1kxTom BittingManaging Director at Advantage Capital PartnersAnthony BillingsSenior Vice President at Advantage Capital PartnersJake KleinerInvestment Partner at Bettor Capital

+ 44 more