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.

   
 

 

Mark Rosen
Managing Director

Prior to co-founding Charlesbank in 1998, Mark was a managing director of Harvard Private Capital Group, the firm’s predecessor. He joined Harvard Private Capital in 1994.

Previously, Mark was a principal of The Conifer Group, a strategy consulting firm, president of Morningside/North America Limited, a private investment company, and a senior partner in the law firm of Hale and Dorr. He holds a BA in political science, magna cum laude, from Amherst College and a JD from Yale University.

A native of Hartford, CT, Mark lives in Newton, MA, with his wife. They have four children, who have been known on occasion to laugh at Mark’s jokes. Mark is active in fundraising efforts for various non-profit organizations and enjoys hiking, international travel and speculating on the long-term effects on fans' collective psyche now that the Red Sox have actually won a World Series.

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