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Photo of David Katz
Photo of David Katz

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

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  • Current
    CCMC Logo

    CCMC

    Current

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  • Current
    Lido Advisors logo

    Lido Advisors

    Current

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  • Current
    Neptune Retail Solutions logo

    Neptune Retail Solutions

    Current

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  • Current

    Perspective Financial Group

    Current

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  • Current
    Petra Funds Group Logo

    Petra Funds Group

    Current

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  • Current

    Rise Growth Partners

    Current

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  • Current

    Salus GRC

    Current

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  • Current

    StoneCastle Partners

    Current

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  • Current
    Case Study
    World Insurance Associates picture

    World Insurance Associates

    Current

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  • Realized
    Case Study
    Ensono logo

    Ensono

    Realized

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  • Realized
    Varsity Brand logo

    Varsity Brands

    Realized

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Related News

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CCMC Announces Strategic Investment from Charlesbank Capital Partners, Formation of Community Management Holdings

Rise Growth Partners Announces First Strategic Investment in Bleakley Financial Group to Propel National Expansion

Boston

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