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January 24, 2023

Matthew R. Rocha

Prior to joining Charlesbank in 2023, Matt spent several years at PricewaterhouseCoopers, where he began his career as an intern… Read More

December 22, 2022

Valerie Gaviria

Val joined Charlesbank in 2022 from Great Hill Partners, where she worked for three years. Most recently she served as… Read More

November 1, 2022

Casey O’Brien

Casey joined Charlesbank’s legal & compliance department in 2022. She previously served as a partner in the Investment Funds Group… Read More

October 26, 2022

Jennifer M. Nevin

Jennifer joined the accounting department of Harvard Private Capital Group, the predecessor to Charlesbank, in 1995. A native of Boston,… Read More

September 29, 2022

Ginny Lee

Ginny joined Charlesbank in 2022 as an associate in the legal & compliance department. She previously worked at Mintz as… Read More

September 19, 2022

Ellen Walpert

Ellen joined Charlesbank in 2022 to help drive Charlesbank’s recruiting, talent development and performance management on both the investment and… Read More

September 1, 2022

George S. Knapp

George joined Charlesbank in 2022 from Brown Brothers Harriman, where he worked for several years within the investor services division…. Read More

July 5, 2022

John Terrero

John joined Charlesbank in 2022 from T3 Trading Group in New York City, where he was a systems analyst. Prior… Read More

June 21, 2022

Catherine J. Corriveau

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

June 7, 2022

Jason A. Coffin

Jason joined Charlesbank in 2022 from Comark Corporation outside Boston, where he was a customer engagement representative with a focus… Read More

May 4, 2022

Eleanor L. Lewis

Eleanor joined Charlesbank in 2022. She previously spent 15 years as facilities manager at Convexity Capital Management, where her responsibilities… Read More

May 3, 2022

Kevin M. Whelan

Prior to joining Charlesbank, Kevin was the CFO at Beacon Capital Partners, a Boston-based real estate private equity firm that… Read More

April 4, 2022

Jerome P. McCluskey

Jerome joined Charlesbank in 2022 to lead Charlesbank’s legal and compliance work. Prior to Charlesbank he was a partner in… Read More

January 10, 2022

Jackson D. Gardner

Jackson joined Charlesbank in 2022 after three years at Newton Investment Management North America, where he was a client service… Read More

January 5, 2021

Shannon K. Murphy

Shannon joined Charlesbank in 2021 from PricewaterhouseCoopers (PwC), where she worked for five years. Most recently she served as an… Read More

September 2, 2020

Erik D. Honkonen

Erik joined Charlesbank in 2020 from PricewaterhouseCoopers (PwC), having worked at offices in Boston and Ireland. As a manager at… Read More

November 5, 2019

Matthew M. Klingman

Before joining Charlesbank in 2019, Matt worked at KPMG for eight years in the firm’s asset management business tax practice…. Read More

November 1, 2019

Matthew C. Casella

Matt joined Charlesbank in 2019 from Ernst & Young, where he held various auditing roles and most recently served as… Read More

August 19, 2019

Erica M. Snyder

Erica joined Charlesbank in 2019 from Highfields Capital Management, where she worked as a trading compliance analyst. She previously spent… Read More

March 16, 2016

Tim J. McGrath

Tim joined Charlesbank in 2016 from HarbourVest Partners, where he held a senior IT support specialist role for three years…. Read More

December 20, 2015

Stephanie Paré Sullivan

Stephanie joined Charlesbank in 2016 and until mid-2022 served as Charlesbank’s chief operating officer, general counsel and chief compliance officer,… Read More

October 15, 2015

Scott D. Entwistle

Scott joined Charlesbank in 2015. He previously worked as vice president at BLG Consulting, through which he began consulting for… Read More

July 17, 2013

Carole A. Springhetti

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