Prior to joining Charlesbank in 2023, Matt spent several years at PricewaterhouseCoopers, where he began his career as an intern… Read More
Val joined Charlesbank in 2022 from Great Hill Partners, where she worked for three years. Most recently she served as… Read More
Casey joined Charlesbank’s legal & compliance department in 2022. She previously served as a partner in the Investment Funds Group… Read More
Jennifer joined the accounting department of Harvard Private Capital Group, the predecessor to Charlesbank, in 1995. A native of Boston,… Read More
Ginny joined Charlesbank in 2022 as an associate in the legal & compliance department. She previously worked at Mintz as… Read More
Ellen joined Charlesbank in 2022 to help drive Charlesbank’s recruiting, talent development and performance management on both the investment and… Read More
George joined Charlesbank in 2022 from Brown Brothers Harriman, where he worked for several years within the investor services division…. Read More
John joined Charlesbank in 2022 from T3 Trading Group in New York City, where he was a systems analyst. Prior… Read More
Catie joined Charlesbank in 2022 from Franklin Templeton, where she was a fund tax manager. Prior to that, she worked… Read More
Sarah joined Charlesbank in 2022 after several years at Ernst & Young in Boston, most recently as a senior associate…. Read More
Jason joined Charlesbank in 2022 from Comark Corporation outside Boston, where he was a customer engagement representative with a focus… Read More
Eleanor joined Charlesbank in 2022. She previously spent 15 years as facilities manager at Convexity Capital Management, where her responsibilities… Read More
Prior to joining Charlesbank, Kevin was the CFO at Beacon Capital Partners, a Boston-based real estate private equity firm that… Read More
Jerome joined Charlesbank in 2022 to lead Charlesbank’s legal and compliance work. Prior to Charlesbank he was a partner in… Read More
Jackson joined Charlesbank in 2022 after three years at Newton Investment Management North America, where he was a client service… Read More
Shannon joined Charlesbank in 2021 from PricewaterhouseCoopers (PwC), where she worked for five years. Most recently she served as an… Read More
Erik joined Charlesbank in 2020 from PricewaterhouseCoopers (PwC), having worked at offices in Boston and Ireland. As a manager at… Read More
Before joining Charlesbank in 2019, Matt worked at KPMG for eight years in the firm’s asset management business tax practice…. Read More
Matt joined Charlesbank in 2019 from Ernst & Young, where he held various auditing roles and most recently served as… Read More
Erica joined Charlesbank in 2019 from Highfields Capital Management, where she worked as a trading compliance analyst. She previously spent… Read More
Elizabeth joined Charlesbank in 2016 from Ernst & Young, where she worked as a senior associate in the Financial Services… Read More
Tim joined Charlesbank in 2016 from HarbourVest Partners, where he held a senior IT support specialist role for three years…. Read More
Stephanie joined Charlesbank in 2016 and until mid-2022 served as Charlesbank’s chief operating officer, general counsel and chief compliance officer,… Read More
Scott joined Charlesbank in 2015. He previously worked as vice president at BLG Consulting, through which he began consulting for… Read More
Carole joined Harvard Private Capital Group, the predecessor to Charlesbank, as an administrative assistant in 1995. Before that, she was… Read More
Zoe joined Charlesbank in 2006 from Mellon Financial Corporation, where she was manager of account opening and tax documentation. Prior… Read More
Kirsten joined Charlesbank in 2011 from Wellington Management, where she served as a relationship manager for endowment, foundation, corporate pension… Read More
David joined Charlesbank in 2000 from Harvard Management Company, where he worked for several years, serving as a performance and… Read More