Board of Directors
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Harvey M. Schwartz
Harvey M. Schwartz
Harvey M. Schwartz is the Chief Executive Officer of Carlyle and member of the Board of Directors. He has served in such capacity since February 15, 2023, and is based in New York.
Mr. Schwartz formerly worked at Goldman Sachs from 1997 to 2018, with his last position being President and Co-Chief Operating Officer. He also held numerous senior leadership positions including Chief Financial Officer and Global Co-Head of the Securities Division. Mr. Schwartz started his career at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, he joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
He serves as the Group Chairperson and Non-Executive Director of The Bank of London, a clearing and payments bank with operations in London and New York City. Mr. Schwartz also serves on the board of SoFi Technologies, Inc., a San Francisco-based fintech company, and One Mind, a nonprofit that accelerates collaborative research and advocacy to enable all individuals facing brain health challenges to build healthy, productive lives. He is involved in a range of investment and philanthropic endeavors that include a focus on mental health and developing future business leaders, including women and young people seeking a career in finance.
Mr. Schwartz earned his BA from Rutgers University, where he is a member of the university’s Board of Governors and its Hall of Distinguished Alumni. He received his MBA from Columbia University.
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William E. Conway, Jr.
William E. Conway, Jr.
Mr. Conway is a Co-Founder and Co-Chairman of the Board. Mr. Conway was appointed to our Board of Directors effective July 18, 2011. Previously, Mr. Conway served as our Interim Chief Executive Officer, Co-Chief Executive Officer and Chief Investment Officer. Prior to forming Carlyle in 1987, Mr. Conway was the Senior Vice President and Chief Financial Officer of MCI Communications Corporation (“MCI”). Mr. Conway was a Vice President and Treasurer of MCI from 1981 to 1984. Mr. Conway is former Chairman of the Board of Trustees of Johns Hopkins Medicine and a former trustee and Vice Chairman of the Board of Trustees of the Catholic University of America. He previously served as chairman and/or director of several public and private companies in which Carlyle had significant investment interests. Mr. Conway received his BA from Dartmouth College and his MBA in finance from The University of Chicago Booth School of Business.
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David M. Rubenstein
David M. Rubenstein
Mr. Rubenstein is Co-Founder and Co-Chairman of the Board. He was appointed to our Board of Directors effective July 18, 2011. Previously, Mr. Rubenstein served as Co-Chief Executive Officer of Carlyle. Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison LLP. Among other philanthropic endeavors, Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago and serves on the Boards of Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, the Lincoln Center for the Performing Arts, the American Academy of Arts and Sciences, and the World Economic Forum. Mr. Rubenstein serves as Chairman of the Harvard Global Advisory Council and the Madison Council of the Library of Congress. He is a member of the American Philosophical Society, Business Council, Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University, and Board of the World Economic Forum Global Shapers Community. Mr. Rubenstein is a magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated from the University of Chicago Law School, where he was an editor of the Law Review.
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Daniel A. D'Aniello
Daniel A. D'Aniello
Mr. D’Aniello is a Co-Founder and Chairman Emeritus of Carlyle. He has served on our Board of Directors since the Board’s inception on July 18, 2011, serving as Chairman from 2012 until January 1, 2018. Prior to forming Carlyle in 1987, Mr. D’Aniello was the Vice President for Finance and Development at Marriott Corporation for eight years. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. Mr. D'Aniello served in the United States Navy from 1968 through 1971 during which time he was a Distinguished Naval Graduate of Officer Candidate School, Newport R.I.; a Supply Officer (LTJG) aboard the USS Wasp (CVS 18); and in 2016, Mr. D'Aniello was awarded the designation of Lone Sailor by the U.S. Navy Memorial Foundation. Mr. D’Aniello is Chairman of the American Enterprise Institute for Public Policy Research; Co-Chairman of the Institute for Veterans and Military Families; Chairman of the Wolf Trap Foundation of the Performing Arts; an Advisor to the John Templeton Foundation; a founding Trustee of the Lumen Institute; and a Lifetime Member of the Board of Trustees of Syracuse University, a member of the Chancellor’s Council and the Corporate Advisory Council to the Martin J. Whitman School of Management. Mr. D’Aniello previously served as chairman and/or director of several private and public companies in which Carlyle had significant investment interests. Mr. D’Aniello is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow.
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Afsaneh Beschloss
Afsaneh Beschloss
Ms. Beschloss was appointed to our Board of Directors effective May 1, 2024. Ms. Beschloss is an economist, a leader in sustainable and inclusive investing and policy, and founder and CEO of RockCreek, one of the world’s largest women-owned investment firms. Previously, she was Managing Director and partner at The Carlyle Group from 2001 to 2003. As the World Bank’s Treasurer and Chief Investment Officer, she led the Bank’s investments, balance sheet management, ratings, borrowings, and innovations in financial products and in technology. Prior to this, she led the World Bank’s investments and policy work in the renewable energy, power, and infrastructure sectors, notably pioneering investments in natural gas, wind, and solar energy. Previously, she worked in corporate finance at JP Morgan. Ms. Beschloss has advised various governments, central banks, and regulatory agencies on financial policy and energy policy. She serves on the boards of trustees of the Council on Foreign Relations, the Rockefeller Foundation, where she chairs the Investment Committee, the Bretton Woods Committee, where she co-chairs the Future of Finance Working Group, Georgetown University, and the PBS Foundation where she serves as chair. She was recognized by Carnegie Corporation in their “Great Immigrants, Great Americans 2020” list, received the Robert F. Kennedy Human Rights Ripple of Hope Award and the Institutional Investor Lifetime Achievement Award, and has been listed among the “Most Powerful Women in Banking” by American Banker. She is the co-author of The Economics of Natural Gas (Oxford University Press) and author of numerous journal articles on innovations in finance, energy economics, and renewable energy investing. Ms. Beschloss holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development.
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Sharda Cherwoo
Sharda Cherwoo
Ms. Cherwoo was appointed to our Board of Directors effective June 1, 2023, and is a member of the Audit Committee. Ms. Cherwoo spent her entire, nearly 40-year career at Ernst & Young ("EY"), with a specialized industry focus on private equity, financial services, health care, and emerging disruptive technologies, across diverse industries. Most recently, she served as EY’s Americas Intelligent Automation Leader and Partner, a role in which she spearheaded and founded the company’s intelligent automation strategy focused on robotic process automation ("RPA") and artificial intelligence ("AI"), leading to talent development and transformation. She led and built a billion-dollar, market-leading digital transformation business, and worked with global clients and teams across diverse industries in more than 20 countries. During her EY tenure, Ms. Cherwoo also served as a Senior Advisory Partner in EY’s Private Equity practice group, from 2009 and served financial services clients as a Global Client Service Partner and Global Tax Account Leader, from 1991. From 2001 to 2004, Ms. Cherwoo served as the founding Chief Executive Officer of EY’s Global Shared Services operations in Bangalore, India, which was EY’s first global offshoring center for client-facing operations.
Ms. Cherwoo currently serves on the board of World Kinect Corporation and is a former board member of Doma Holdings Inc. and World Quantum Growth Acquisition Corporation. In addition, Ms. Cherwoo has been an Executive in Residence at Columbia Business School since 2023, a member of the Advisory Board of Land O’Lakes Inc. since 2020, a Board Director of Tax Analysts since 2020, a board member of the National Association of Corporate Directors – New York Chapter since 2021, and a member of the Board of Trustees of International House of New York since 2008.
Ms. Cherwoo is a Certified Public Accountant and holds a B.Sc. in Accounting as Valedictorian from Sacred Heart University in Fairfield, Connecticut. Ms. Cherwoo has also attended Executive Education programs at Harvard Business School for Strategic Leadership for EY Partners and at Northwestern University, Kellogg School of Management.
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Linda H. Filler
Linda H. Filler
Ms. Filler was appointed to our Board of Directors effective April 1, 2022, and is a member of the Nominating and Governance Committee. Ms. Filler retired as President of Retail Products, Chief Marketing Officer, and Chief Merchandising Officer at Walgreen Co. in 2017. Prior to Walgreen Co, Ms. Filler served in Executive Vice President roles at Walmart and at Kraft Foods. Prior to Kraft, Ms. Filler served a long tenure at Hanesbrands, including Group CEO roles of its largest branded apparel businesses. Ms. Filler is Lead Independent Director at Danaher Corporation, where she has served as a Director since 2004. She serves as Chair of the Nominating & Governance Committee and on the Science & Technology Committee. Ms. Filler also serves as Chair of Veralto Corporation, and on its Compensation Committee. Among other philanthropic activities, Ms. Filler serves as Chair of the Development Committee for the Chicago Public Library Foundation, and on the Foundation’s Executive Committee. Ms. Filler earned an MBA from Harvard Business School and an MS from the University of North Texas.
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Lawton W. Fitt
Lawton W. Fitt
Ms. Fitt was appointed to our Board of Directors effective May 2, 2012, serves as our Lead Independent Director, is the Chairperson of the Nominating and Corporate Governance Committee, and a member of the Audit and Compensation Committees. Ms. Fitt served as Secretary (CEO) of the Royal Academy of Arts in London from October 2002 to March 2005. Prior to that, Ms. Fitt was a partner with Goldman Sachs & Co. Ms. Fitt is currently a director of Ciena Corporation (where she serves as chair of the Audit Committee) and The Progressive Corporation (where she serves as Chairperson, and serves on the Investment and Capital Committee and as chair of the Nominating and Governance Committee). Ms. Fitt is a former director of Micro Focus International, ARM Holdings PLC, and Thomson Reuters. She is also a trustee or director of several not-for-profit organizations including the Goldman Sachs Foundation. Ms. Fitt earned her AB in history at Brown University and her MBA from the Darden School of the University of Virginia.
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James H. Hance, Jr.
James H. Hance, Jr.
Mr. Hance is an Operating Executive of Carlyle and a member of our Board of Directors. Mr. Hance was appointed to our Board of Directors effective May 2, 2012. Mr. Hance joined Carlyle in November 2005 as an Operating Executive and has worked primarily in our Global Credit segment and the financial services sector. Prior to joining Carlyle in 2005, Mr. Hance served as Vice Chairman of Bank of America from 1993 until his retirement on January 31, 2005 and served as Chief Financial Officer from 1988 to 2004. Prior to joining Bank of America, Mr. Hance spent 17 years with Price Waterhouse (now Pricewaterhouse Coopers LLP). Mr. Hance is currently a director of Acuity Brands Inc. (where he serves as the Lead Independent Director and on the Audit Committee and Governance Committee). Mr. Hance is a former director of Ford Motor Company, Sprint Nextel Corporation, Morgan Stanley, Duke Energy Corporation, Cousins Properties, Parkway, Inc. and Bank of America Corporation. Mr. Hance serves as Emeritus Trustee on the Board of Trustees at Washington University in St. Louis and as Chairman of the Board of Trustees at Johnson & Wales University in Providence, RI. Mr. Hance graduated from Westminster College and received an MBA from Washington University in St. Louis. He is a certified public accountant.
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Mark S. Ordan
Mark S. Ordan
Mr. Ordan was appointed to our Board of Directors effective April 1, 2022, and is a member of the Compensation Committee. Mr. Ordan served as Executive Chair of Pediatrix Medical Group from January 1, 2023 through June 30, 2023, and continues to serve as Non-Executive Chair of its Board. Mr. Ordan formerly served as Chief Executive Officer of Pediatrix Medical Group from July 2020 through December 2022. Prior to joining Pediatrix Medical Group, Mr. Ordan founded and served as Chief Executive Officer of Quality Care Properties after serving as founding Chief Executive Officer of Washington Prime Group. Mr. Ordan has held a number of CEO roles including at Sunrise Senior Living, The Mills Corporation, and Balducci’s, and was founder and CEO of Fresh Fields Markets, which he later merged with Whole Foods Markets. Mr. Ordan is the Board Chair of the U.S. Chamber of Commerce. Mr. Ordan received his BA from Vassar College, and his MBA from Harvard Business School. He serves on the boards of Vassar College and Holton-Arms School.
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Derica W. Rice
Derica W. Rice
Mr. Rice was appointed to our Board of Directors effective March 8, 2021, and is a member of the Audit and Compensation Committees. Mr. Rice served as executive vice president of CVS Health and President of CVS Caremark, the pharmacy benefits management business of CVS Health, from March 2018 to February 2020. Previously, he held various executive positions at Eli Lilly and Company, most recently executive vice president of Global Services and chief financial officer from 2006 to 2017. Mr. Rice is currently a director of Bristol-Meyers Squibb Company (where he serves on the Audit Committee and the Compensation and Management Development Committee), Target Corporation (where he serves on the Audit and Finance Committee and the Infrastructure and Investment Committee) and The Walt Disney Company (where he serves on the Audit Committee). Mr. Rice received his Bachelor of Science degree in Electrical and Electronics Engineering from Kettering University and an MBA from Indiana University.
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William J. Shaw
William J. Shaw
Mr. Shaw was appointed to our Board of Directors effective May 2, 2012 and is the Chairperson of the Audit Committee.
Mr. Shaw was the Vice Chairman of Marriott International, Inc. until his retirement in March 2011. Prior to becoming Vice Chairman of Marriott, Mr. Shaw served as President and Chief Operating Officer of Marriott from 1997 until 2009. Mr. Shaw joined Marriott in 1974 and held various positions, including Corporate Controller, Corporate Vice President, Senior Vice President-Finance, Treasurer, Chief Financial Officer, Executive Vice President and President of Marriott Service Group. Prior to joining Marriott, Mr. Shaw worked at Arthur Andersen & Co. Mr. Shaw is Chairman of the Board of Directors of Marriott Vacations Worldwide Corporation, a Director of DiamondRock Hospitality (where he serves as Chairman of the Audit Committee and serves on the Compensation Committee and Nominating and Corporate Governance Committee) and is a former member of the Board of Trustees of three funds in the American Family of mutual funds from 2009 to 2015. Mr. Shaw serves on the Board of Trustees of the University of Notre Dame.
Mr. Shaw graduated from the University of Notre Dame and received an MBA from Washington University in St. Louis.
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Anthony Welters
Anthony Welters
Mr. Welters was appointed to our Board of Directors effective October 27, 2015, and is the Chairperson of the Compensation Committee, as well as a member of the Nominating and Corporate Governance Committee. He is Founder, Chairman and CEO of CINQCARE Inc., a physician-led, community-based ambulatory care delivery system that delivers whole person care in the home, whenever possible, to Black and Brown communities. He is Executive Chairman of the BlackIvy Group, an organization focused on building and growing commercial enterprises in Sub-Saharan Africa, and Chairman of Somatus, Inc., a value-based kidney care company. Mr. Welters founded AmeriChoice in 1989 and upon acquisition by UnitedHealth Group (UHG) in 2002, joined UHG serving as Senior Adviser to the Office of the CEO, Executive Vice President and Member of the Office of the CEO, retiring in 2016. He currently serves on the public boards of Loews Corporation and Gilead Sciences, Inc. Mr. Welters is Trustee Emeritus of Morehouse School of Medicine Board of Trustees, Chairman Emeritus of the Board of New York University School of Law, Vice Chairman of the Board of New York University, a Trustee of NYU Langone Medical Center, Vice Chair of the John F. Kennedy Center for the Performing Arts and a founding member of the National Museum of African American History and Culture.
Our Leadership Team
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Harvey M. Schwartz
Harvey M. Schwartz
Harvey M. Schwartz is the Chief Executive Officer of Carlyle and member of the Board of Directors. He has served in such capacity since February 15, 2023, and is based in New York.
Mr. Schwartz formerly worked at Goldman Sachs from 1997 to 2018, with his last position being President and Co-Chief Operating Officer. He also held numerous senior leadership positions including Chief Financial Officer and Global Co-Head of the Securities Division. Mr. Schwartz started his career at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, he joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
He serves as the Group Chairperson and Non-Executive Director of The Bank of London, a clearing and payments bank with operations in London and New York City. Mr. Schwartz also serves on the board of SoFi Technologies, Inc., a San Francisco-based fintech company, and One Mind, a nonprofit that accelerates collaborative research and advocacy to enable all individuals facing brain health challenges to build healthy, productive lives. He is involved in a range of investment and philanthropic endeavors that include a focus on mental health and developing future business leaders, including women and young people seeking a career in finance.
Mr. Schwartz earned his BA from Rutgers University, where he is a member of the university’s Board of Governors and its Hall of Distinguished Alumni. He received his MBA from Columbia University.
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Jeremy W. Anderson
Jeremy W. Anderson
Jeremy W. Anderson is a Managing Director and Chief Financial Officer of Global Private Equity. He is also a member of Carlyle’s Operating Committee. He most recently served as the Chief Financial Officer of Carlyle’s Corporate Private Equity Americas Funds, where he was responsible for the operation of Carlyle’s U.S. Buyout, U.S. Growth, Global Financial Services, and Global Partners funds. In this capacity, he oversaw the transaction structuring and execution, fund formation, financial reporting, valuations, and compliance management for these funds.
Mr. Anderson joined Carlyle in 1999 and he is based in Washington, DC. He received his BBA in accounting from the College of William & Mary.
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Charles Andrews
Charles Andrews
Charles Andrews is the Chief Accounting Officer of Carlyle and has served in such capacity since 2020. He is based in Washington, D.C.
Since joining Carlyle in 2015, Mr. Andrews has also served as Carlyle’s Corporate Controller and Director of Accounting Policy and SEC Reporting. Prior to joining Carlyle, Charles was with Ernst & Young LLP in the Assurance Services practice and with Navigant Consulting, Inc. in the Disputes & Investigations practice. He is a graduate of Virginia Tech.
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Ruulke Bagijn
Ruulke Bagijn
As Head of The Carlyle Group’s Global Investment Solutions, one of the firm’s three business segments, Ruulke Bagijn is part of the leadership team of one of largest global investment firms in the world. She also serves as Chair of the Board of AlpInvest, Carlyle’s dedicated private equity primary fund, co-investment, and secondary solutions platform with $80 billion AUM (per Q1 2024) and investment professionals in New York, San Francisco, London, Amsterdam, Hong Kong, and Singapore. In addition, Ms. Bagijn is a member of the AlpInvest Global Investment Committee, which makes all investment decisions in Europe, North and Latin America, Asia, and Australia on behalf of its 450+ investors worldwide.
Based in New York, Ms. Ruulke has 20+ years of experience in global investments and a deep knowledge of private capital portfolios. She joined AlpInvest from AXA Investment Managers – Real Assets, where she was the Global Head of Real Assets Private Equity and a member of its Management Board. Before that, she was Co-Chief Investment Officer of Investment Management and Chief Investment Officer of Private Markets at PGGM, with direct responsibility for managing investments in infrastructure, hedge funds, structured credit, private equity, insurance-linked securities, and private real estate, and held senior roles at ABN AMRO.
A passionate advocate of the business case for diversity, including involving more women in private equity, Ms. Bagijn has been named a Wall Street Journal Pro PE ‘Woman to Watch,’ sits on the Carlyle Diversity & Inclusion Council and is an inaugural member of the Milken Institute’s Center for Inclusive Capitalism. Born in the Netherlands, she was also the inaugural chair of the Dutch committee of Level 20, the not-for-profit body established to inspire women to join and succeed in the Private Equity industry in the Netherlands.
Ruulke received an MSc in economics from Erasmus University Rotterdam, is a CFA charterholder, and serves as a Board member of the Netherland-America Foundation (NAF), which supports high-impact exchange between the two countries.
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Brian A. Bernasek
Brian A. Bernasek
Brian A. Bernasek is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle. Carlyle’s Americas Corporate Private Equity business has $65 billion in assets under management with diversified investments spanning industries, geographies, and strategies. He is also a member of Carlyle's Leadership Committee and serves on several firm investment committees.
Mr. Bernasek previously served as Co-Head of US Buyout and Growth as well as Head of the Global Industrial team at Carlyle. Mr. Bernasek oversaw some of Carlyle’s most successful investments, including Allison Transmission, Atotech, and Signode Industrial Group.
Mr. Bernasek joined Carlyle in 2000 and previously held positions in New York with Investcorp International, a private equity firm, and Morgan Stanley & Co., in its Investment Banking Division.
Mr. Bernasek has served as a director on the board of several Carlyle investments, including Allison Transmission, Atotech, HD Supply, The Hertz Corporation, Novolex and Signode Industrial Group. He currently serves as a director on the Board of Nouryon and ManTech International. He is also a past Chairman of the Board of Directors of the Washington Jesuit Academy.
Mr. Bernasek is a graduate of the University of Notre Dame and received his M.B.A. from Harvard Business School.
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Shane Clifford
Shane Clifford
Shane Clifford is a Managing Director–Partner and Head of Global Wealth at Carlyle. He is based in New York. He is also a member of Carlyle’s Leadership Committee.
He has over 20 years of industry experience leading business development and strategy for large alternative assets and financial services firms. Prior to joining Carlyle, he was a Senior Managing Director at Franklin Templeton where he was responsible for the global growth strategy and business development of their suite of alternatives offerings.
Previously, Mr. Clifford held several senior leadership and business development positions at Legg Mason subsidiaries, including Global Head of Corporate Strategy at EnTrustPermal as well as Global Head of Business Development at Permal Group, where he built and managed the global business development team, including sales, investor relations, client service and marketing.
He began his career at Merrill Lynch before working for BlackRock in the U.S., UK, Middle East and Latin America.
Mr. Clifford is a graduate of the University of Limerick, Ireland, and holds an MBA from the Boston University Graduate School of Management.
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Clare Copeland
Clare Copeland
Clare Copeland is Chief Tax Officer and Head of Tax Transformation based in London. Ms. Copeland leads the global tax operations and strategy for the firm and its funds as well as driving the transformation of our global Tax function. She is also a member of Carlyle’s Operating Committee.
Previously, Ms. Copeland was Head of International Tax at Carlyle, where she had responsibility for strategy, risk management, and policy for firm and fund operations across its international platforms.
Ms. Copeland is a seasoned tax and operations professional with broad exposure across all functions and aspects of multinational asset management and private funds, and experience in delivering complex international multi-disciplinary projects. She also plays a leading role in policy development and advocacy, including roles at trade associations representing the interests of global asset managers. Most notably, Ms. Copeland chairs the Corporate Tax Sub-Committee of the BVCA and also sits on their Global Capital Committee. In addition, she co-chairs the Tax Committee of Invest Europe, is a non-executive member of their Board, and is a member of the Global Private Equity Council.
Ms. Copeland has over 25 years of experience in the asset management space. Prior to Joining Carlyle, she spent 12 years at American Capital where she was Senior Vice President, Head of Tax & Structuring Europe, where she advised on general International Tax Planning and M&A transactions. Prior to this, she spent 8 years with KPMG based in their Private Equity Tax Group in London.
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Bethany De Lude
Bethany De Lude
Bethany De Lude is a Managing Director and Chief Information Security Officer based in Washington, DC. She is also a member of Carlyle's Operating Committee and a recipient of the firm’s Changemaker award for her diversity, equity, and inclusion impact.
She leads Carlyle’s cybersecurity program and works with stakeholders across the firm to create an adaptable and secure business environment. Ms. De Lude is a driving force for operational resilience, smart design, and pragmatic investment, believing that cyber resilient organizations inspire trust, preserve value, and achieve competitive advantage by being able to focus on delivering strategic outcomes without distraction. She chairs Carlyle’s IT security steering committee and Americas Portfolio CISO Council and founded the Women of GTS cohort.
Prior to joining Carlyle, she was the first CISO for the Federal Judiciary, the PCAOB, and Riggs Bank. She has also held leadership positions at the National Security Agency, PricewaterhouseCoopers, and the Corporate Executive Board. Ms. De Lude earned an MS degree in Information and Telecommunication Systems from the Johns Hopkins University and a BA in Mathematics from the University of North Carolina at Chapel Hill. She holds a US Patent [#6,223,985] and has been a Certified Information Systems Security Professional [#27959] since 2002.
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Stacey Dion
Stacey Dion
Stacey Dion serves as Partner and Head of Global Government Affairs. She is based in Washington, D.C.
Ms. Dion leads Carlyle’s global government relations and public policy functions, collaborating with Carlyle senior executives and investment professionals to shape Carlyle’s global legislative and regulatory activities. Ms. Dion leads engagements with political, policy and diplomatic communities globally on behalf of Carlyle.
Ms. Dion joined Carlyle in 2017 as a Managing Director, focusing on U.S. government regulatory and legislative matters. Prior to joining Carlyle, Ms. Dion served as Vice President of Corporate Public Policy for The Boeing Company, where she was responsible for developing and implementing the government relations strategy and tactics on corporate issues including tax, benefits, financial services, corporate governance, energy, environment, workforce training and education.
In her career on Capitol Hill, Ms. Dion worked in House Leadership as Policy Advisor and Counsel in the Office of the Republican Leader and the Majority Leader, and where she served as lead Republican staff on economic issues. Ms. Dion also worked for Chairman Boehner on the Education and Workforce committee as pension counsel. Ms. Dion also worked in the Employee Benefits Security Administration in the United States Department of Labor, where she developed final regulations, rulings and advisory opinions on ERISA. Ms. Dion began her career in a DC law firm.
Ms. Dion earned her B.A. from Merrimack College and J.D. from The Catholic University of America.
Ms. Dion serves on the board of the American Investment Counsel, the Alternative Management Committee Board of the Securities Industry and Financial Markets Association and is a member of the Washington Economic Club.
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Jeffrey W. Ferguson
Jeffrey W. Ferguson
Jeffrey W. Ferguson is a Managing Director and the firm’s General Counsel. Mr. Ferguson is based in Washington, DC.
Mr. Ferguson joined Carlyle in 1999. In his capacity as the global General Counsel of Carlyle, he serves as the head of the firm’s legal and compliance functions. He is also a member of Carlyle’s Leadership, Operating, and Risk Committees.
Prior to joining Carlyle, Mr. Ferguson worked as an attorney with Latham & Watkins and Vinson & Elkins. Mr. Ferguson received his law degree from University of Virginia School of Law in 1991. He also received an undergraduate degree in political science from University of Virginia, where he was a member of Phi Beta Kappa. Mr. Ferguson is a member of the bars of the District of Columbia and Virginia.
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Christopher Finn
Christopher Finn
Christopher Finn is Chief Operating Officer of Carlyle. Mr. Finn is a member of Carlyle's Leadership and Operating Committees. In addition, he chairs or sits on several fund investment committees, and has been a member of the board of directors of many Carlyle portfolio companies including buyout, technology, and real estate investments.
Prior to joining the firm in 1996, Mr. Finn served as Executive Vice President of the Overseas Private Investment Corporation (OPIC), the U.S. Government agency that provides financing to the U.S. investors in the developing world.
Mr. Finn is an honors graduate of Harvard College.
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David M. Garofalo
David M. Garofalo
David Garofalo is a Managing Director and Chief Operating Officer of Global Credit at Carlyle. He is responsible for all operations, finance, accounting, tax, technology, performance & valuation oversight for the business. He joined Carlyle in 2020 and is based in New York, NY.
Prior to joining Carlyle, Mr. Garofalo was a Managing Director at Goldman Sachs. During his 14 years at Goldman Sachs, he held various management roles including Global Co-head of Consumer Investment Management Division (CIMD) Controllers focusing on valuation, performance, fund and corporate accounting. Most recently, Mr. Garofalo was responsible for firm-wide valuation and led the Global Product Control team for CIMD. He was on various committees including Chair of CIMD Valuation Committee, member of CIMD New Activity and CIMD Risk Committee.
Prior to joining Goldman Sachs, Mr. Garofalo was an Executive Director at WestLB in Finance Product Control. Prior to that, he was a manager at EY, where he began his career. Mr. Garofalo graduated from Binghamton University and is a CPA.
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Daniel Harris
Daniel Harris
Daniel Harris is a Partner and leads Carlyle’s Public Investor Relations and Financial Planning & Analysis team. He is based in New York City. He is also a member of Carlyle's Leadership Committee.
Prior to joining Carlyle, Mr. Harris was a Senior Analyst in Equity Research at Goldman Sachs, and prior to that worked in equity research at J.P. Morgan and corporate strategy at Oliver Wyman.
Mr. Harris received an MBA from the University of Chicago Booth School of Business, and a Bachelor of Science from Rutgers University.
Mr. Harris holds the Chartered Financial Analyst (CFA) designation.
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Kara Helander
Kara Helander
Kara Helander is a Partner and Chief Diversity, Equity, and Inclusion Officer. She is based in Washington, DC.
Prior to joining Carlyle, she was a Managing Director at BlackRock where she led the firm's global inclusion and diversity, and philanthropy initiatives. Harvard Business School profiled those efforts she directed in the case study, 'BlackRock: Diversity as a Driver of Success'. More recently, Ms. Helander consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace. Ms. Helander also led CSR at Barclay's Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley.
She serves on the Board of Directors of Leading Educators.
Ms. Helander received her M.B.A. from The Wharton School and her B.A. from Vanderbilt University.
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Erica Herberg
Erica Herberg
Erica Herberg is a Managing Director and the Chief Financial Officer of AlpInvest Partners. Ms. Herberg is a member of the AlpInvest Partners Board and Chair of the Operating Committee.
Previously, Ms. Herberg was Chief Financial Officer of Carlyle’s Global Credit segment and before that she was responsible for the Fund Management Operations of Carlyle’s Europe based private equity funds, based in Luxembourg and London. Prior to this role Ms. Herberg led the Real Assets Partnership Accounting team in Washington D.C. office. She joined Carlyle in 1999 from KPMG, LLP.
Erica earned a BS in accounting from Boston College.
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Sandra Horbach
Sandra Horbach
Sandra Horbach is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle where she oversees the firm’s four largest private equity funds. Carlyle’s Americas Corporate Private Equity business has $65 billion in assets under management. She is also a member of Carlyle's Leadership Committee. Under Ms. Horbach’s leadership of US Buyout & Growth, the team has invested more than $35 billion over eight years.
Throughout her career, Ms. Horbach has led private equity teams across industries ranging from consumer, industrials, healthcare, aerospace and government services, technology and financial services. Today, she oversees all industry verticals in North America after joining Carlyle in 2005 to launch and build the Consumer & Retail Team. Ms. Horbach has led many of Carlyle’s most successful consumer investments, including Dunkin’ Brands, Beats Electronics, Philosophy, The Bountiful Company, CVC Brasil, and Vogue International. She is a founding member of Carlyle’s Diversity, Equity and Inclusion Council and has been a leader in championing diversity in the private equity industry.
Prior to joining Carlyle, Ms. Horbach spent 18 years at the private equity firm Forstmann Little. In 1992, she became the first woman to be named a partner at a major private equity firm. Prior to Forstmann Little, Ms. Horbach spent two years in the M&A department of Morgan Stanley. She earned her MBA from Stanford University and her BA in Chinese Studies from Wellesley College, where she graduated Phi Beta Kappa and summa cum laude. She studied at Fudan University in Shanghai in 1980 and at the National University of Taipei in 1983.
Over the course of her career, Ms. Horbach has served on many corporate and non-profit boards. She currently serves as a director on the Board at Hexaware, and as a Trustee at Rockefeller University and Wellesley College. Ms. Horbach was a member of Stanford’s Graduate School of Business Advisory Council for 15 years, including serving as Chair for four years. Ms. Horbach has been included in the Barron’s 100 Most Powerful Women in Finance list since inception and the Yahoo! Finance HERoes Top 100 Women Executives List in 2020 and 2021.
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Mark Jenkins
Mark Jenkins
Mark Jenkins is a Managing Director and Head of Global Credit. He is also a member of Carlyle's Leadership Committee. He is based in New York.
Prior to joining Carlyle, Mr. Jenkins was a Senior Managing Director at CPPIB and responsible for leading CPPIB’s Global Private Investment group. He was Chair of the Credit Investment Committee, Chair of the Private Investments Committee and also managed the portfolio value creation group. While at CPPIB, Mr. Jenkins founded CPPIB Credit Investments, which is a multi-strategy platform making direct principal credit investments. He also led CPPIB’s acquisition and oversight of Antares Capital and the subsequent expansion in middle market lending. Prior to CPPIB, he was Managing Director, Co-Head of Leveraged Finance Origination and Execution for Barclays Capital in New York. Before Barclays, Mr. Jenkins worked for 11 years at Goldman Sachs & Co. in senior positions within the Fixed Income and Financing groups in New York.
Mr. Jenkins earned a B.Comm degree from Queen’s University. He served on the boards of Wilton Re, Teine Energy, Antares Capital and Merchant Capital Solutions.
Jennifer Barker
Jennifer Barker is the Chief Human Resources Officer. She is also a member of Carlyle’s Leadership and Operating Committees. She is based in London.
Previously, Ms. Barker was International Head of Human Capital, where she partnered with businesses across Europe and Asia to ensure their HR objectives are aligned to the business strategy. She also provided advisory services to Carlyle investment teams, specializing in maximizing organizational, operational and leadership effectiveness across Carlyle’s European portfolio of companies, partnering with the CEO’s, CHRO’s and their Management Teams.
Ms. Barker has over 25 years of experience in talent related roles. Prior to joining Carlyle, Ms. Barker spent eleven years in Human Resources at Credit Suisse where she held a number of regional HR Business Partner roles and served as head of diversity and inclusion for EMEA. Prior to Credit Suisse, Ms. Barker worked as the Business Partner in the investment divisions of Merrill Lynch and Citigroup.
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Lindsay LoBue
Lindsay LoBue
Lindsay LoBue will become the Chief Operating Officer of Carlyle, effective July 1, 2024. She is based in New York. Ms. LoBue is a member of Carlyle’s Leadership and Operating Committees.
Previously, she was Deputy COO of Carlyle. Prior to that, Ms. LoBue spent over 20 years at Goldman Sachs, most recently as an Advisory Director working across global divisions on strategic growth initiatives. Before that, Ms. LoBue was a Partner in the Global Markets division, responsible for leading and managing client-facing businesses in a variety of areas. She managed the firm’s Investment Grade Corporate Bond sales team, expanding their cross-product distribution. In addition, she founded the Credit Products Group, a solutions business for illiquid and esoteric risk, and led the growth of the firm’s Structured Products, Relative Value and Solutions, and Credit Derivatives franchise efforts, capitalizing on evolving market opportunities. Prior to joining Goldman Sachs, Ms. LoBue was a Structured Products Salesperson and CMBS Research Analyst at J.P. Morgan.
Ms. LoBue was also the founder of Greenback Labs, a platform that focused on advancing emerging ideas and businesses by working with entrepreneurs to validate business ideas and execute growth strategies.
Ms. LoBue is a Board Member of Enel Finance Americas, the financing arm within the Enel Group, and she is a member of the Board of Regents at Boston College.
Ms. LoBue has an MBA in Finance and Marketing from NYU, and a Bachelor of Science in Marketing and Psychology from Boston College.
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David S. McCann
David S. McCann
David McCann is a Partner and Global Head of Canada Distribution at Carlyle. He is based in Toronto and New York. He is also a member of Carlyle's Leadership and Operating Committees.
Prior to joining Carlyle in 2014, Mr. McCann was Head of Asset Management Distribution for Credit Suisse Securities (Canada) Inc. Prior to 2010, he worked at the Canada Pension Plan Investment Board as Vice President and Head of Relationship Investments in Public Markets. Prior to that, Mr. McCann was a Partner at TD Capital and its successor partnership Birch Hill Equity Partners, a mid-market Canadian private equity buyout firm. He has also worked in various senior management roles with The Toronto-Dominion Bank in both the United States and Canada.
Mr. McCann is a graduate of Western University BA 82, MA 84, and MBA 86. He was a Co-Chair of the Western University “Be Extraordinary” $750 million fundraising campaign and has served on a number of private and public company boards.
Mr. McCann currently holds CSC, Conduct & Practices and Partners, Directors and Senior Offices licenses.
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Eleena Melamed
Eleena Melamed
Eleena Melamed is the Global Chief Operating Officer of Investor Relations and Head of Client Strategy. She is also Co-Chair of the New Products and Distribution Committee and a member of Carlyle's Operating Committee. Eleena is based in New York.
Prior to joining Carlyle, Eleena was most recently at KKR where she was the Head of Business Strategy for the Client and Partner Group and a Product Specialist in the Customized Portfolio Solutions Group. In addition to her business strategy focus, Eleena oversaw a portfolio of KKR's multi-asset Strategic Partnership Investments, including product design, portfolio construction, relationship management, and investment implementation. Prior to KKR, Eleena was at Bridgewater Associates where she was Chief of Staff to the Head of the Client Service Department and an Associate Client Advisor for the firm’s key strategic partners. Eleena began her career as an investment professional in Lehman Brothers’ Private Equity division. After Lehman’s bankruptcy, Eleena remained at Lehman Brothers Holdings Inc, where she worked on the restructuring and sale of Lehman’s Principal Investments, Private Equity, and Hedge Fund portfolios.
Eleena received her bachelor’s degree in Political Science from Columbia University where she graduated summa cum laude, phi beta kappa, and as Valedictorian of her class.
Eleena is a former ballerina with the American Ballet Theatre. She is currently on the Board of the Professional Children’s School.
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Heather Mitchell
Heather Mitchell
Heather Mitchell is a Partner, Managing Director and Head of the firm’s EMEA region. She is also Carlyle’s Chief Risk Officer, chairing the firm’s Risk Committee and global General Counsel for Investments. She is based in London.
In 2023, Ms. Mitchell was included on Private Equity News/Financial News’ list of “Twenty Trailblazing Women” for the second year in a row. In 2023 she was feature in the Heroes Women Executive Role Model List for the year. In 2020, 2021 and 2022, Ms. Mitchell was included in the Financial News’ list of 50 Most Influential in European Private Equity. In 2019, 2020 and again in 2021, Ms. Mitchell was named to the 100 Most Influential Women in European Finance by Financial News. In 2019, Ms. Mitchell was named to the inaugural Chambers GC Influencers Global 100. This prestigious list highlights the top 100 most influential in-house lawyers globally, and Ms. Mitchell was singled out as an Industry Pioneer. In 2018 she was named Individual General Counsel of the Year by Legal 500. Ms. Mitchell was named to the GC Powerlist for 2018, 2019 and 2021 whilst also being selected for The Hot 100 list in 2019.
In 2018, Ms. Mitchell and her team were recognised as the Most Innovative In-House Legal team for Developing New Business and Service Delivery Models. They also won the prestigious award of ‘Setting a New Standard’ for In-House Legal Teams at FT’s Innovative Lawyer Awards. In 2018, they also won In-House Team of the Year at the Legal Business Awards and were named to the GC Powerlist for 2018 and 2022.
Since joining Carlyle in 2002, Ms. Mitchell has served in the legal department in a number of roles. She was named General Counsel for Europe in 2005, before being appointed as Managing Director in 2011, and Partner in 2013. For her performance at Carlyle, Ms. Mitchell has received the Award of Outstanding Achievement.
Prior to joining The Carlyle Group, Ms. Mitchell was an associate with the law firm Akin, Gump, Strauss, Hauer & Feld, LLP and she previously worked at Kaiser Group International, Inc. as Vice President, Corporate Counsel.
Ms. Mitchell received her J.D. from the Cornell School of Law and her undergraduate degree from the State University of New York at Binghamton. Ms. Mitchell currently sits as a board member of the Cornell Law School.
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Daniel Mutzig
Daniel Mutzig
Daniel Mutzig is a Partner, Managing Director and Carlyle’s Global Chief Audit Executive. He is also the Deputy Risk Officer and sits on the Firm’s Risk Committee. He is based in Washington, DC. He is also a member of Carlyle's Operating Committee.
Mr. Mutzig has significant experience in providing audit, risk, advisory, and consulting services across various disciplines, including financial, internal control, operational, regulatory, compliance, governance, and risk management.
Prior to joining Carlyle, Mr. Mutzig worked in the Office of the Chief Auditor at the Public Company Accounting Oversight Board. Prior to that, he was an Audit Partner with Ernst & Young, having started his career with Arthur Andersen. Mr. Mutzig has extensive experience in public accounting and primarily served large, public registrants in a variety of industries, including private equity, real estate and hospitality, telecommunications and retail and consumer products, among others. He has provided a broad array of services, including external audit, internal audit co-sourcing, internal audit advisory services, financial and accounting services related to multiple initial public offerings, private placements, large transactions and transaction due diligence services.
Mr. Mutzig is a certified public accountant and a chartered global management accountant (CGMA). He received his BBA and graduated summa cum laude in accounting from Ohio University.
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Jeff Nedelman
Jeff Nedelman
Jeff Nedelman is Global Head of Distribution at Carlyle. He leads the global investor relations team and oversees global distribution across the firm’s three business segments, with a focus on both the institutional and global wealth channels. He is based in New York and is a member of Carlyle’s Leadership and New Products Committees.
Mr. Nedelman was previously a Partner and Senior Managing Director at Certares. He was a member of the Investment Committee and the Management Committee of Certares Management LLC, as well as a member of the Investment Committee and the Management Committee of the CK Opportunities Fund. Prior to joining Certares in 2020, Mr. Nedelman spent over 25 years at Goldman Sachs, most recently as the Co-Chief Operating Officer of Global Equities, where he played a lead role expanding the firm’s financing and execution products and services. He was a member of the Firmwide Client and Business Standards Committee and the Securities Division Executive Committee. Previously, he was Global Head of Prime Services, which included the Prime Brokerage, Clearing (GSEC), and Futures businesses. Prior to that, he was Head of Americas Equity Sales.
Mr. Nedelman received a Bachelor of Arts in Political Economy from UC Berkeley and a Master of Business Administration from the Kellogg School of Management at Northwestern University.
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John Redett
John Redett
John C. Redett is the Chief Financial Officer and Head of Corporate Strategy at Carlyle. He is based in New York.
Mr. Redett joined Carlyle in 2007 as an investor on the Global Financial Services team. He formerly served as the sole Head of Global Financial Services from 2020 to September 2023 and the Co-Head of Global Financial Services from 2016 to 2020.
Mr. Redett is a 25-year veteran of the financial services industry and has been deeply involved in the operations and management of many financial services businesses during his career. He has led or been a key contributor to some of Carlyle’s significant investments across various subsectors of financial services, including Duff & Phelps, TCW, BankUnited, Hilb Group, EPIC, DBRS, Central Pacific Bank, CFGI, Sedgwick, PIB Group, and JenCap. He currently serves on the boards of directors for Hilb Group and NSM Insurance Group.
Prior to joining Carlyle, Mr. Redett worked at Goldman Sachs from 2005 to 2007, and JPMorgan from 2000 to 2005.
He received an MBA from New York University and a BS from the University of Colorado.
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Robert Rosen
Robert Rosen
Robert Rosen is a Managing Director and Chief Financial Officer for Carlyle’s Americas Corporate Private Equity business. Mr. Rosen also oversees the finance and operations of Carlyle Japan and is a member of the Carlyle Japan Investment Committee. As Chief Financial Officer, Mr. Rosen is responsible for overseeing the administration of funds, including fund formation, transaction structuring and execution, financial reporting, investment valuations, compliance management and investor relations. Mr. Rosen is also a member of Carlyle’s Operating Committee and Risk Committee.
Mr. Rosen joined Carlyle in 2006 and is based in Washington, DC. He received his BS in accounting from American University and his MS in business and management from University of Maryland.
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Jeannine Santarelli
Jeannine Santarelli
Jeannine Santarelli is the Chief Operating Officer of Human Capital and leads the HR Business Partner team. She is based in New York and serves on the firm’s Operating Committee.
In this role she works closely with the HCM Leadership team to design the firm’s human capital and talent strategy. She partners with business leaders to ensure their HR objectives are aligned to the business strategy.
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Brian Schreiber
Brian Schreiber
Mr. Schreiber is a Managing Director and Head of Carlyle Insurance Solutions where he also serves as Chairman of Fortitude Re, Carlyle’s legacy insurance liability solutions platform, and as a board member of Vantage Group Holdings. He is also a member of Carlyle's Leadership Committee.
Mr. Schreiber joined Carlyle in 2016 as Co-head of Carlyle Global Financial Services Partners after spending 20 years at AIG in a variety of senior executive positions, including: Chief Strategy Officer, Deputy Chief Investment Officer, and Global Treasurer, and where he was a member of AIG’s Operating, Group Risk, and Investment Committees. He served as a board member of United Guaranty, AIG’s mortgage insurance subsidiary, and Varagon Capital, AIG’s middle market direct lending joint venture.
Mr. Schreiber was a key member of AIG’s executive leadership team that engineered and executed AIG’s successful restructuring and recapitalization. He led AIG’s divestiture, hedging and capital markets activities coming out of the financial crisis, executing over 120 transactions (debt, equity, M&A) and raising over $200 billion. Prior to the crisis, Mr. Schreiber was responsible for leading approximately $60 billion of acquisitions and strategic investments for AIG, including: SunAmerica, American General, and Edison Insurance Japan.
Prior to AIG, Mr. Schreiber invested in financial services companies for the Bass Brothers, was an investment banker in Lehman Brothers’ Financial Institutions Group, and started his career as a research associate for Booz Allen & Hamilton.
Mr. Schreiber earned his undergraduate degree from New York University’s Stern School of Business, an MBA from Columbia Business School, and is a member of the Council on Foreign Relations.
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Lúcia Soares
Lúcia Soares
Lúcia Soares is the Chief Information Officer and Head of Technology Transformation at Carlyle. In this role, Ms. Soares is responsible for driving the firm’s global technology strategy and leading the firmwide Global Technology Solutions organization.
Previously, Ms. Soares was Managing Director and Chief Information Officer of Global Portfolio Solutions at Carlyle. Ms. Soares has provided technology advisory to Carlyle investment teams and has worked with portfolio company executive teams leveraging technology to transform business operations and outcomes. In the last two years, Ms. Soares has driven approximately $250 million in value creation for Carlyle’s investments globally through cost savings, cost avoidance, and revenue growth initiatives. She is based in Menlo Park, California.
Ms. Soares has served as a Director on the board of several Carlyle investments including The Hilb Group and Hexaware where her significant contributions include driving data transformation, top-line revenue growth and cost optimization opportunities, and accelerating strategic partnerships to enable company growth and scalability.
Prior to joining Carlyle in 2019, Ms. Soares was a Managing Director at Health2047 leading venture formations that addressed U.S. healthcare challenges. Before Health 2047, she spent 15 years at Johnson & Johnson, serving in a variety of executive roles. As CIO and board member of multiple high-growth medical device businesses, she created technology strategies to grow and optimize businesses with the use of technology. Ms. Soares began her career working for an early Internet professional services agency, USWeb / marchFIRST, where she partnered with clients to build first-generation web solutions and built the west coast User Experience practice.
Ms. Soares completed Executive Education coursework at Harvard Business School and earned an MBA from San Jose State University, a Masters in Literature from UC Santa Cruz, and a B.A. in Foreign Languages from San Jose State University where she graduated Summa Cum Laude.
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Megan Starr
Megan Starr
Megan Starr is a Partner and the Global Head of Corporate Affairs at Carlyle. In her role, Ms. Starr leads Carlyle's approach to stakeholder engagement. She oversees the Corporate Communications, Government Affairs, and Sustainability functions and acts as a unified enabler of firmwide growth and performance.
Previously, Ms. Starr was Carlyle’s Global Head of Impact. In that role, she led Carlyle’s Sustainability team, which manages the firm's investment diligence and portfolio company engagement work on material ESG issues.
Prior to joining Carlyle, Ms. Starr served in Goldman Sachs' Investment Management Division, where she helped build the ESG and impact investing business. Prior to that, Ms. Starr served in various roles at The JPB Foundation, a private family foundation based in New York City.
Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University's Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in her field of concentration.
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James Stavridis
James Stavridis
Admiral James Stavridis, USN, Ret, is Vice Chair, Global Affairs and a Partner with a focus on international activities and global strategy for Carlyle. He is based in Washington DC.
Prior to joining Carlyle in 2018, Admiral Stavridis served as the 16th Supreme Allied Commander at NATO, with responsibility for Afghanistan, Iraq, Syria, the Balkans, counter-piracy off Africa, the Arctic, and cybersecurity. Prior to that, he was Commander of US Southern Command, with responsibility for all military activity in Latin America and the Caribbean. Following his 37-years in the military, he served as the 12th Dean of The Fletcher School of Law and Diplomacy at Tufts University for five years. He is the 12th Chair of the Board of the Rockefeller Foundation, a Bloomberg Opinion weekly columnist, and Chief International Analyst for NBC News.
Admiral Stavridis holds a PhD and Masters of Arts in Law and Diplomacy from Tufts University. He is a graduate of the U.S. Naval Academy and the National War College.
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Macky Tall
Macky Tall
Macky Tall is a Partner and Chair of Carlyle’s Global Infrastructure Group, which includes efforts across transportation, renewables, energy, power, water and digital infrastructure. He is based in Washington, DC. He is also a member of Carlyle's Leadership Committee.
Prior to joining Carlyle, Mr. Tall served in a series of leadership positions at Caisse de dépôt et placement du Québec (CDPQ), one of the world’s largest infrastructure investors and the second largest pension fund in Canada. He also served on CDPQ’s Executive Committee and Investment-Risk Committee, served as founding Chair and CEO of CDPQ Infra, CDPQ’s subsidiary specializing in major infrastructure projects, and as Chairman of the Board of Directors of Ivanhoé Cambridge, CDPQ’s real estate subsidiary. Before joining CDPQ, he held several senior management positions with companies in the energy and finance sectors, namely Hydro-Québec, MEG International, Novergaz and Probyn & Company.
Mr. Tall also sits on the Board of Directors of WSP Global Inc., The National Bank of Canada, and the United Nations Joint Staff Pension Fund Investments Committee. He is a member of Telfer School of Management Strategic Leadership Cabinet. In addition, he has served as co-chair of the Advisory Committee of the Global Infrastructure Facility of the World Bank.
He holds a Bachelor’s degree in Business Administration (Finance) from HEC Montréal and an MBA (Finance) and an Honorary Doctorate from the University of Ottawa. He also completed an undergraduate degree in Economics at Université de Montréal, and he has been inducted as Distinguished Alumni by HEC Montreal.
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Jason Thomas
Jason Thomas
Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees.
Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance.
Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow.
Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.
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Catherine Ziobro
Catherine Ziobro
Catherine L. Ziobro is a Managing Director and has served as Chief Compliance Officer for Carlyle since January 2009. She is based in Washington, DC.
Prior to joining Carlyle in 2004, Ms. Ziobro was with the law firm of Morgan, Lewis & Bockius, where she focused on a transactional and regulatory securities law practice. Prior to that, she clerked for a US federal bankruptcy judge in the Eastern District of Virginia from 1997 to 1998, and worked at the U.S. Federal Reserve Board of Governors in the International Finance Division from 1992 to 1994.
Ms. Ziobro received a B.S. in finance from Fairfield University in 1992. She received a J.D. from the University of Virginia in 1997 and is a member of the bars of California, the District of Columbia and Virginia.
Directory
Name | Title | Location | Industry | Business Segment |
---|---|---|---|---|
Andida Bouma | Principal | Global Investment Solutions | ||
Cyril Bourdarot | Managing Director | London, UK | Technology, Telecom & Media | Global Private Equity |
Marc-Antoine Bouyer | Head of Carlyle Europe Realty | London, UK | Real Estate | Global Private Equity |
Andreas Boye | Co-Head of Credit Opportunities for North America | New York, NY | Global Credit | |
Constantin Boye | Principal | London, UK | Technology | Global Private Equity |
Paul Brady | Managing Director and Partner | Los Angeles, CA | U.S. Real Estate | Global Private Equity |
Anthony Bramante | Principal | New York, NY | Global Credit | |
Douglas V. Brandely | Managing Director | Washington, DC | Aerospace & Government Services | Global Private Equity |
Joe Bress | Managing Director | New York, NY | Global Private Equity | |
Caitlin Brodie | Managing Director | New York, NY | Investor Relations | |
John Brown | Managing Director | New York, NY | Global Credit | |
Timothy Bruning | Managing Director | Los Angeles, CA | Real Estate | Global Private Equity |
Adam M. Buchwald | Managing Director | Washington, DC | Real Estate | Global Private Equity |
Ryan Buntain | Managing Director | San Francisco, CA | Investor Relations | |
Vjerana Burleigh | Managing Director | Global Investment Solutions | ||
Jim F. Burr | Co-Head of Global Financial Services | New York, NY | Financial Services | Global Private Equity |
Guido Buttari | Vice President | Milan, Italy | Global Private Equity | |
Jane Cai | Vice President | New York, NY | Investor Relations | |
Geoff Calder | Principal | New York, NY | Global Private Equity | |
Roger Canales | Vice President | New York, NY | Global Credit | |
Karen Cao | Principal | New York, NY | Global Private Equity | |
Antonio Capo | Head of Global Portfolio Solutions EMEA | London, UK | Global Portfolio Solutions | |
Alea Caporrino | Vice President | New York, NY | Global Credit | |
Massimiliano Caraffa | Managing Director and Partner | Milan, Italy | Consumer, Media & Retail | Global Private Equity |
Gaëlle Cassini | Principal | London, UK | Real Estate | Global Private Equity |
Chris Cereghino | Managing Director | New York, NY | Investor Relations | |
Emily Chang | Principal | New York, NY | Global Credit | |
Joe Chang | Principal | Global Investment Solutions | ||
James Cherubim | Managing Director | Washington, DC | Investor Services | |
Sharda Cherwoo | Director | |||
Allison Chester | Principal | Los Angeles, CA | Real Estate | Global Private Equity |
Mandy Cheuk | Principal | New York, NY | Global Credit | |
Bryce Chilton | Principal | New York, NY | Global Private Equity | |
Harrison Chilton | Principal | Menlo Park, CA | Technology, Telecom & Media | Global Private Equity |
Nabila Chitalwala | Vice President | New York, NY | Global Private Equity | |
Alex Chong | Principal | Los Angeles, CA | Real Estate | Global Private Equity |
Louis Choy | Managing Director | London, UK | Global Investment Solutions | |
Fernando Chueca | Managing Director and Partner | London, UK | Technology | Global Private Equity |
Lara Clarke | Managing Director and Senior Relationship Manager | Los Angeles, CA | Investor Relations | |
Shane Clifford | Head of Global Wealth | New York, NY | Investor Relations | |
Veronique Cochais-Widmer | Principal | Paris, France | Global Private Equity | |
Matthew J. Coles | Managing Director | New York, NY | Generalist | Global Private Equity |
William E. Conway, Jr. | Co-Founder and Co-Chairman of the Board | Washington, DC | ||
Clare Copeland | Chief Tax Officer and Head of Tax Transformation | London, UK | ||
Nino Cordoves | Managing Director | Los Angeles, CA | Global Credit | |
Peter Cornelius | Managing Director | New York, NY | Global Investment Solutions | |
Neal Costello | Managing Director | London, UK | Global Investment Solutions | |
James Crenshaw | Managing Director | New York, NY | Global Credit | |
Zachary D. Crowe | Managing Director | Washington, DC | Real Estate | Global Private Equity |
Adam Cummins | Principal | Washington, DC | Global Private Equity |