Josh has been a member of the Charlesbank investment team since 2005 and in 2022 became the firm’s chief operating officer. Prior to joining Charlesbank he worked on the Bain Capital Private Equity team and as a business analyst at McKinsey & Company.
Josh chairs the Advisory Board of YouthConnect, an advocacy and intervention program for at-risk youth that works in partnership with the Boston Police Department and the Boys & Girls Clubs of Boston (BGCB). He also serves on the board of BGCB and is a member of the Stanford Graduate School of Business Trust. A native of Manhattan Beach, CA, he lives in Newton, MA, with his wife and three children.
School of Public and International Affairs at Princeton University – BA, cum laude
Stanford University Graduate School of Business – MBA
Bridges Consumer Healthcare
OTC healthcare products
Status: Active
Year of Investment: 2020
MyEyeDr.
Optical retailer
Status: Active
Year of Investment: 2019
Polyconcept
Customized and personalized products
Status: Active
Year of Investment: 2016
Tecomet
Contract manufacturing
Status: Active
Year of Investment: 2017
The Rockport Group
Multi-brand footwear provider
Status: Active
Year of Investment: 2018
Blacksmith Brands
OTC consumer products
Status: Realized
Year of Investment: 2009
FULLBEAUTY Brands
Fashion retailer for plus-size consumers
Status: Realized
Year of Investment: 2013
HDT Global
Solutions for government and commercial clients
Status: Realized
Year of Investment: 2014
Princeton Review
Test preparation courses and materials
Status: Realized
Year of Investment: 2012
TLC Vision
Eye-care services
Status: Realized
Year of Investment: 2010
WorldStrides
Educational student travel
Status: Realized
Year of Investment: 2005