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You →Anthony · together at U.S. Bank (2011–2014) →Blake
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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
- Carousel CapitalDirector of Finance and Chief Compliance Officercurrent2026 — presentCharlotte, NC
- Harris Williams Primary Fund Placement, LLCVice President of Finance, Primary Fund Placementcurrent2025 — presentCharlotte, North Carolina, United States
- Harris Williams Primary Fund Placement, LLCPrincipal Financial Officer | FINOPcurrent2021 — presentCharlotte, North Carolina, United States
- Harris Williams Primary Fund Placement, LLCController2020 — 2021Charlotte, North Carolina Area
- PwCTax Senior Associate - International Tax Services Quantitative Solutions2018 — 2020Charlotte, NC
- PwCTax Senior Associate - Financial Services2014 — 2020Charlotte, NC
- U.S. BankCDO Portfolio Administrator2012 — 2014Charlotte, North Carolina Area
- U.S. BankSales / Trading Support2011 — 2012Charlotte, North Carolina Area
- Small Business Technology & Development CenterGraduate Assistant2010East Carolina University
- Wachovia Securities, LLCIntern2007 — 2008
Skills & more
+11 more
Fixed 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
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 Business5
Shared employers
Also worked at Carousel Capital10
+ 4 more
Also worked at Harris Williams Primary Fund Placement, LLC1
Also worked at PwC2,000
+ 1,994 more
Also worked at U.S. Bank65
+ 59 more