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August 9, 2022

Edward Y. Chang

Edward joined Charlesbank in 2022 from Blackstone, where he was an analyst in the secondary private equity group in the… Read More


Jared joined Charlesbank in 2022 from Parthenon Capital, where he focused on private equity investments in financial/insurance services and business… Read More


August 8, 2022

Zachary M. Brand

Zach joined Charlesbank in 2022 from Bain & Company. At Bain he was a senior associate consultant in the private… Read More


Joe joined Charlesbank in 2022 from William Blair & Company. He began working there as an investment banking summer analyst… Read More


Sidney joined Charlesbank in 2022 from McKinsey & Company, where he served as an engagement manager. At McKinsey, Sidney advised… Read More


Thomas joined Charlesbank in 2022 from Barclays, where he was an investment banking analyst in the Global Industrials Group and… Read More


Leah joined Charlesbank in 2022 from McKinsey & Company in New York, where she was a business analyst supporting development… Read More


August 2, 2022

Caelin K. Tran

Caelin joined Charlesbank in 2022 after graduating from business school. Previously, he worked at The Boston Consulting Group in the… Read More


Edoardo joined Charlesbank in 2022 from The Boston Consulting Group (BCG), where he worked as an associate. At BCG, he… Read More


Brandon joined Charlesbank in 2022 from Bain and Company in Atlanta, where he worked as an associate consultant. In this… Read More


July 15, 2022

Alan Y. Gu

Alan joined Charlesbank in 2022 upon graduating from college. During school, he held internships in trading and research for financial… Read More


Matthew joined Charlesbank after graduating from college in 2022. In recent years, he held summer analyst positions at private investment… Read More


June 21, 2022

Drew V. Appleman

Drew first joined Charlesbank in 2018 from Bain & Co., where he was a senior associate consultant working in the… Read More


September 27, 2021

Bert Duarte

Bert joined Charlesbank in 2021 after seven years at Advent International. At Advent, he was a principal in the New… Read More


September 10, 2021

Edward M. Kimotho

Ed joined Charlesbank in 2021 from Partners Group, where he was an investment leader in the private equity investment group… Read More


August 5, 2021

Danielle M. Cosentino

Danielle joined Charlesbank in 2021 from Harvard Business School and focuses on investments in the healthcare sector. Prior to Charlesbank,… Read More


August 3, 2021

Nicole D. Wei

Nicole joined Charlesbank in 2021 from Bain & Company, where she was an associate consultant responsible for advising clients across… Read More


Dan joined Charlesbank in 2021 from McKinsey & Company, where he worked in the New York office’s Strategy & Corporate… Read More


Yoav joined Charlesbank in 2021 from The Boston Consulting Group (BCG), where he worked as a consultant. At BCG, Yoav… Read More


Brandon joined Charlesbank in 2021 from Bank of America (BofA), where he worked as an associate in the firm’s Leveraged… Read More


Nicole joined Charlesbank in 2021 from Goldman Sachs, where she was an associate in the Private Equity Group. In that… Read More


Before joining Charlesbank in 2021, Colin was a senior associate consultant at Bain & Company, advising clients in the biopharma,… Read More


Pei joined Charlesbank in 2021 from Bank of America Merrill Lynch, where she worked as an investment banking analyst in… Read More


Austin joined Charlesbank in 2021 from Bain & Company, where he was a senior associate consultant, most recently in the… Read More


Tommaso joined Charlesbank in 2021. Prior to joining Charlesbank, Tommaso was an analyst at PJT Partners in the restructuring and… Read More


August 2, 2021

William C. Newberry

William joined Charlesbank in 2021 after graduating from business school. Previously, he worked as a private equity associate at Bain… Read More


February 8, 2021

Michael B. Perl

Michael joined Charlesbank in 2021 from Palladium Equity Partners, where he co-led the firm’s healthcare services vertical and executed investments… Read More


August 5, 2020

Stephanie C. Lee

Stephanie joined Charlesbank in 2020 from McKinsey & Company, where she spent three years in the New York office’s Strategy… Read More


August 4, 2020

Karan Talreja

Karan joined Charlesbank in 2020 from Bain & Company, where he spent two years as an associate consultant. In that… Read More


July 27, 2020

Mutian Rui

Mutian joined Charlesbank in 2016 from McKinsey & Company. After completing the Associate program, he left to pursue his MBA… Read More


July 7, 2020

Caitlin E. Riederer

Caitlin joined Charlesbank in 2016 from The Boston Consulting Group, where she was a consultant focused on technology, media and… Read More


June 16, 2020

Spencer C. Ryals

Spencer joined Charlesbank in 2020 from McKinsey & Company where he was a senior business analyst. In that role he… Read More


March 4, 2019

Carolyn S. Wintner

Carolyn oversees all capital markets activities at Charlesbank across new and existing platform investments, including leveraged buyouts, add-ons, and recapitalizations…. Read More


August 1, 2018

Nicholas K. Rolfes

Nick joined Charlesbank in 2014 from Oliver Wyman, where he was an Associate in the general management consulting practice. After… Read More


July 26, 2018

Michael J. McGuire

Mike joined Charlesbank in 2013 from The Parthenon Group, where he was a principal in the private equity practice. He… Read More


August 30, 2017

Jesse L. Ge

Jesse joined Charlesbank in 2017 after graduating from business school. Previously, he was an associate at Sycamore Partners, focusing on… Read More


October 14, 2015

Samuel D. Bekenstein

Sam first joined Charlesbank in 2015 from Bain & Company, where he was a senior associate consultant working in the… Read More


July 16, 2015

Andrew S. Janower

AJ joined Harvard Private Capital Group, the predecessor to Charlesbank, in 1996. Prior to that, he worked as a research… Read More


July 16, 2013

Pedro N. Vaz

Pedro joined Charlesbank in 2010 from McKinsey & Company, where he was an Associate focused on multiple business sectors. Previously,… Read More


David joined Charlesbank in 2013 after graduating from business school. Previously, he was an associate at Bain Capital, where he… Read More


Josh joined Charlesbank in 2003 from Bain & Company, where he was a senior associate consultant. After completing Charlesbank’s associate… Read More


Brandon joined Harvard Private Capital Group, the predecessor to Charlesbank, in 1997. Previously, he worked at McKinsey & Company as… Read More


Josh oversees Charlesbank’s non-investment operations. He joined Charlesbank in 2005 from Bain Capital, where he focused on private equity transactions… Read More


Michael served as Charlesbank’s CEO from 1998 to 2017. Prior to co-founding the firm in 1998, he was the president… Read More


Prior to co-founding Charlesbank in 1998, Kim was a managing director of Harvard Private Capital Group, the firm’s predecessor. He… Read More


Michael joined Harvard Private Capital Group, the predecessor to Charlesbank, in 1997 from McKinsey & Company, where he focused on… Read More


Ryan joined Charlesbank in 2000 from LEK Consulting, where he focused on corporate strategy and private equity projects. Ryan serves… Read More