David joined Charlesbank in 2013 after receiving his MBA. Previously, he worked at Bain Capital Private Equity and McKinsey & Company.
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.
Harvard University – BA in economics, summa cum laude
Harvard Business School – MBA
Accordion
Financial and technology consulting
Status: Active
Year of Investment: 2022
Lido Advisors
Wealth Management Services
Status: Active
Year of Investment: 2021
Neptune Retail Solutions
Shopper marketing services
Status: Active
Year of Investment: 2020
Petra
Fund administration services
Status: Active
Year of Investment: 2023
Rise Growth Partners
Synergistic partner to RIAs
Status: Active
Year of Investment: 2024
Salus GRC
GRC consulting
Status: Active
Year of Investment: 2023
StoneCastle Partners
Asset manager
Status: Active
Year of Investment: 2007
World Insurance Associates
Full-service insurance brokerage
Status: Active
Year of Investment: 2020