Closely supporting our investment team are our senior operations staff. These professionals, who hail from a variety of backgrounds, focus on legal, financial and communications matters for the firm. Charlesbank emphasizes effective, high-quality communication to our investor community, and we are always available to answer questions or provide information about the firm or the administration of our funds.

   
 

 

David Kwan
Director of Accounting

David joined Charlesbank in 2001 from Harvard Management Company, where he worked for several years, serving as a performance and risk reporting analyst and account controller. Prior to that, he was a senior fund accountant at State Street Bank & Trust.

David has a BA in economics from University of Massachusetts at Boston. He lives in Natick, MA, with his wife and three boys. His interests include skiing, golfing and going to Disney World.

dkwan@charlesbank.com
617-619-5445 

 

 

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