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Portfolio-team

Results

June 26, 2024

Bernadine Soriano

Bernadine joined Charlesbank in 2016 and completed the two-year Associate program before moving to New York City to work at… Read More


January 9, 2024

Kenneth L. Ziegler

Charlesbank engaged Ken as an advisory director in 2023 to leverage his 20+ year background at the intersection of cloud,… Read More


October 12, 2023

Brett Garrett

Brett joined Charlesbank in 2023, having previously spent the last decade of his career as a senior executive in a… Read More


July 26, 2023

Spencer C. Ryals

Spencer joined Charlesbank in 2020 from McKinsey & Company where he was a senior business analyst. In that role he… Read More


June 5, 2023

Zorian Rotenberg

Zorian (aka “Z”) is an advisory director specializing in go-to-market (GTM) strategy. He is responsible for helping with GTM/commercial due… Read More


May 25, 2023

Caleb Barlow

After consulting for Charlesbank for a year, Caleb Barlow was engaged as an advisory director in 2023 to help drive… Read More


January 25, 2023

Giacomo Sonnino

Giacomo joined Charlesbank as an advisory director in 2023. As a generalist, he works alongside the CEOs and C-level teams… Read More


November 8, 2022

Alex Fabry

Alex joined Charlesbank in 2022 from Boston Consulting Group (BCG), where he was a consultant working with clients across healthcare,… Read More


Lizzy joined Charlesbank in 2022. She previously worked as a vice president of strategy and general manager at Code3, a… Read More


August 15, 2022

Bianca A. Capone

Before joining Charlesbank in 2020, Bianca was an associate at SFW Capital, responsible for evaluating new investment opportunities and providing… Read More


July 19, 2022

Elizabeth J. Noyes

Elizabeth joined Charlesbank from Egon Zehnder in 2022. While there, she worked with public and private equity portfolio companies on… Read More


February 17, 2022

Danielle C. Lachman

Danielle was engaged as an advisory director at Charlesbank in 2022. She brings deep experience in business transformation, working with… Read More


July 8, 2020

Daniel A. Wegiel

Dan joined Charlesbank in 2020 and serves as a generalist operating partner. In that capacity, he works alongside our CEOs… Read More


July 7, 2020

Marcy L. Shinder

Marcy was engaged as an advisory director at Charlesbank in 2020 to partner with portfolio company CEOs to drive organic… Read More


November 25, 2019

William H. Eisenbeis

In 2019, Will was engaged as an advisory director to help drive Charlesbank’s sourcing efforts, evaluate new investment opportunities and… Read More


July 22, 2019

John L. Flannery

John joined Charlesbank in an advisory role in 2019 after 31 years at GE, where he most recently served as… Read More


January 15, 2019

Shira D. Goodman

Shira was engaged as an advisory director at Charlesbank in 2019 after 26 years at Staples, where she most recently… Read More


October 1, 2018

Shivani Tejuja

Shivani joined Charlesbank as an advisory director in 2018 to partner with portfolio company CEOs to accelerate growth and drive… Read More


Camille joined Charlesbank in 2018 as an operating partner focused on talent. She partners with the Charlesbank portfolio companies to… Read More