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
Current
- Current
Lido Advisors
Current
- Current
Neptune Retail Solutions
Current
- Current
Perspective Financial Group
Current
- Current
Petra Funds Group
Current
- Current
Rise Growth Partners
Current
- Current
Salus GRC
Current
- Current
StoneCastle Partners
Current
- CurrentCase Study
World Insurance Associates
Current
- RealizedCase Study
Ensono
Realized
- Realized
Varsity Brands
Realized