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
Fernando joined Charlesbank in 2022 after three years at Cambridge Associates as an accounts payable specialist. He previously held similar… Read More
Before joining Charlesbank in 2022, Jerome was a partner in the New York office of Milbank LLP and a member… Read More
Jackson joined Charlesbank in 2022 after three years at Newton Investment Management North America, where he was a client service… Read More
Ashley joined Charlesbank in 2021 after several years at Deloitte & Touche. As an audit and assurance manager, she specialized… Read More
Shannon joined Charlesbank in 2021 from PricewaterhouseCoopers, where she worked for five years. Most recently she served as an assurance… Read More
Erik joined Charlesbank in 2020 from PricewaterhouseCoopers, having worked at offices in Boston and Ireland. As a Manager, he focused… 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 oversees Charlesbank’s non-investment operations and leads Charlesbank’s compliance work. Stephanie joined Charlesbank in 2016 from THL Credit, an affiliate… 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