Charlesbank is led by our founding managing directors, who have worked together for 15 years. In forming Charlesbank, the founding partners saw the opportunity to create an investment firm with the highest standards of integrity, personal commitment and professional investment performance. They are supported today by four additional managing directors and several other investment professionals. As generalists, we are enriched by the broad industry experience and diverse backgrounds our staff bring to the investment table, and as a group we are grounded in a common dedication to our firm, our limited partners and our management teams.

   
 

  Josh Klevens
Vice President 

Josh joined Charlesbank in 2005 from Bain Capital, where he worked for five years. At Bain Capital, he worked on private equity transactions in the retail, distribution, healthcare and manufacturing sectors. Prior to that, Josh worked as a business analyst for McKinsey & Company in Los Angeles.

Josh is a cum laude graduate of Princeton University, with a BA from the Woodrow Wilson School of Public Policy and International Affairs. He also holds an MBA from the Stanford University Graduate School of Business.

Josh lives with his wife and daughter in Boston, where he enjoys golf, running and learning as much as he can about wine and photography.

Investment Team

Jon M. Biotti
Michael W. Choe
Kim G. Davis
Michael R. Eisenson
Andrew S. Janower
Tim R. Palmer
Mark A. Rosen
Brandon C. White
Samuel P. Bartlett

J. Ryan Carroll
Joshua A. Klevens
Ashish K. Lal
Bastian Rose
David B. Adelman
David Ganitsky
Justin J. Hall
Andrew Katz-Mayfield
Jeffrey R. Raider
Andrey Vakhovskiy

Operations Staff

Michael Thonis
Tami E. Nason
Kevin M. Brown
David K. Kwan
Richard J. Owens
Maura M. Turner
Janet J. Kelly
Dzovig Zoe Gharibian