
David Katz
Managing Director
David helps lead investments across the Business & Consumer Services sector.
David joined Charlesbank in 2013 after receiving his MBA. Previously, he worked at Bain Capital Private Equity and McKinsey & Company.
Education & Credentials
Harvard University – BA in Economics, summa cum laude
Harvard Business School – MBA
Personal
A native of the New York area, David currently resides in Manhattan. In his free time, he enjoys biking, traveling, watching basketball and exploring new restaurants.
Portfolio Involvement
- Current
![Accordion logo]()
Accordion
Current
- Current
![CCMC Logo]()
CCMC
Current
- Current
![Lido Advisors logo]()
Lido Advisors
Current
- Current
![Neptune Retail Solutions logo]()
Neptune Retail Solutions
Current
- Current
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Perspective Financial Group
Current
- Current
![Petra Funds Group Logo]()
Petra Funds Group
Current
- Current
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Rise Growth Partners
Current
- Current
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Salus GRC
Current
- Current
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StoneCastle Partners
Current
- CurrentCase Study
![World Insurance Associates picture]()
World Insurance Associates
Current
- RealizedCase Study
![Ensono logo]()
Ensono
Realized
- Realized
![Varsity Brand logo]()
Varsity Brands
Realized











