Board of Directors

Executive Officer Leadership Committee Audit Committee Nominating and Corporate Governance Committee Compensation Committee

Harvey M. Schwartz

Chief Executive Officer and Director

Harvey M. Schwartz

Chief Executive Officer and Director
New York, NY

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. 

William E. Conway, Jr.

Co-Founder and Co-Chairman of the Board

William E. Conway, Jr.

Co-Founder and Co-Chairman of the Board
Washington, DC

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.

David M. Rubenstein

Co-Founder and Co-Chairman of the Board

David M. Rubenstein

Co-Founder and Co-Chairman of the Board
Washington, DC

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.

Daniel A. D'Aniello

Co-Founder and Chairman Emeritus

Daniel A. D'Aniello

Co-Founder and Chairman Emeritus
Washington, DC

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.

Afsaneh Beschloss

Director

Afsaneh Beschloss

Director

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.

Sharda Cherwoo

Director

Sharda Cherwoo

Director

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.

Linda H. Filler

Director

Linda H. Filler

Director

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.

Lawton W. Fitt

Lead Independent Director

Lawton W. Fitt

Lead Independent Director

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.

James H. Hance, Jr.

Operating Executive and Director

James H. Hance, Jr.

Operating Executive and Director

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.

Mark S. Ordan

Director

Mark S. Ordan

Director

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.

Derica W. Rice

Director

Derica W. Rice

Director

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.

William J. Shaw

Director

William J. Shaw

Director

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.
 

Anthony Welters

Director

Anthony Welters

Director

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

Executive Officer Leadership Committee Operating Committee

Harvey M. Schwartz

Chief Executive Officer and Director

Harvey M. Schwartz

Chief Executive Officer and Director
New York, NY

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. 

Jeremy W. Anderson

Chief Financial Officer of Global Private Equity

Jeremy W. Anderson

Chief Financial Officer of Global Private Equity
Washington, DC

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.

 

Charles Andrews

Chief Accounting Officer

Charles Andrews

Chief Accounting Officer
Washington, DC

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.

Ruulke Bagijn

Head of Global Investment Solutions

Ruulke Bagijn

Head of Global Investment Solutions
New York, NY

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.

Brian A. Bernasek

Co-Head of Americas Corporate Private Equity

Brian A. Bernasek

Co-Head of Americas Corporate Private Equity
Washington, DC

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.

Shane Clifford

Head of Global Wealth

Shane Clifford

Head of Global Wealth
New York, NY

Shane Clifford is a Managing DirectorPartner 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.

Clare Copeland

Chief Tax Officer and Head of Tax Transformation

Clare Copeland

Chief Tax Officer and Head of Tax Transformation
London, UK

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.

Bethany De Lude

Chief Information Security Officer

Bethany De Lude

Chief Information Security Officer
Washington, DC

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.

Stacey Dion

Head of Global Government Affairs

Stacey Dion

Head of Global Government Affairs
Washington, DC

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.

Jeffrey W. Ferguson

General Counsel

Jeffrey W. Ferguson

General Counsel
Washington, DC

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.

Christopher Finn

Chief Operating Officer

Christopher Finn

Chief Operating Officer
Washington, DC

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.

David M. Garofalo

Chief Operating Officer of Global Credit

David M. Garofalo

Chief Operating Officer of Global Credit
New York, NY

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.

Daniel Harris

Head of Public Investor Relations

Daniel Harris

Head of Public Investor Relations
New York, NY

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.

Kara Helander

Chief Diversity, Equity and Inclusion Officer

Kara Helander

Chief Diversity, Equity and Inclusion Officer
Washington, DC

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.

Erica Herberg

Chief Financial Officer of AlpInvest Partners

Erica Herberg

Chief Financial Officer of AlpInvest Partners
Amsterdam, Netherlands

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.

Sandra Horbach

Co-Head of Americas Corporate Private Equity

Sandra Horbach

Co-Head of Americas Corporate Private Equity
New York, NY

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.

Mark Jenkins

Head of Global Credit

Mark Jenkins

Head of Global Credit
New York, NY

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

Chief Human Resources Officer

Jennifer Barker

Chief Human Resources Officer
London, UK

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.

Lindsay LoBue

Deputy Chief Operating Officer

Lindsay LoBue

Deputy Chief Operating Officer
New York, NY

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.

David S. McCann

Global Head of Canada Distribution

David S. McCann

Global Head of Canada Distribution

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.

Eleena Melamed

Global Chief Operating Officer of Investor Relations and Head of Client Strategy

Eleena Melamed

Global Chief Operating Officer of Investor Relations and Head of Client Strategy
New York, NY

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.

Heather Mitchell

Chief Risk Officer and Head of EMEA

Heather Mitchell

Chief Risk Officer and Head of EMEA
London, UK

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.

Daniel Mutzig

Global Chief Audit Executive

Daniel Mutzig

Global Chief Audit Executive
Washington, DC

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.

Jeff Nedelman

Global Head of Distribution

Jeff Nedelman

Global Head of Distribution
New York, NY

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.

John Redett

Chief Financial Officer and Head of Corporate Strategy

John Redett

Chief Financial Officer and Head of Corporate Strategy
New York, NY

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.

Robert Rosen

Chief Financial Officer of Americas Corporate Private Equity

Robert Rosen

Chief Financial Officer of Americas Corporate Private Equity
Washington, DC

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.

Jeannine Santarelli

Chief Operating Officer of Human Capital

Jeannine Santarelli

Chief Operating Officer of Human Capital
New York, NY

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. 

Brian Schreiber

Head of Carlyle Insurance Solutions

Brian Schreiber

Head of Carlyle Insurance Solutions
New York, NY

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.

Lúcia Soares

Chief Information Officer and Head of Technology Transformation

Lúcia Soares

Chief Information Officer and Head of Technology Transformation
Menlo Park, CA

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.

Megan Starr

Global Head of Corporate Affairs

Megan Starr

Global Head of Corporate Affairs

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.

James Stavridis

Vice Chair, Global Affairs and Partner

James Stavridis

Vice Chair, Global Affairs and Partner
Washington, DC

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.

Macky Tall

Chair of Global Infrastructure

Macky Tall

Chair of Global Infrastructure
Washington, DC

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.

Jason Thomas

Head of Global Research & Investment Strategy

Jason Thomas

Head of Global Research & Investment Strategy
Washington, DC

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.

Catherine Ziobro

Chief Compliance Officer

Catherine Ziobro

Chief Compliance Officer
Washington, DC

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.

Operating Executives & Advisors

* The following individuals are paid consultants and not employees of The Carlyle Group.

Tamotsu Adachi

Senior Advisor

Tamotsu Adachi is a Senior Advisor to the Japan buyout advisory team. He is based in Tokyo.

From May 2003 until May 2016, Mr. Adachi served as a Head of Carlyle Japan buyout team and led the team to become one of the most successful private equity funds in Japan. He has been widely involved in several transactions in which Carlyle’s funds have invested including the acquisitions of Kito Corporation, Colin Medical Technology, Willcom, Inc., Qualicaps Group, Chimney Co., Ltd., and Tsubaki Nakashima Co., Ltd.

Prior to joining Carlyle, Mr. Adachi served from 1997 to 2003 at General Electric Capital Corporation in a variety of senior capacities, including President and Chief Executive Officer of Japan Auto Lease and Managing Director for New Business Development. From 1988 to 1997, he served in several senior positions at McKinsey & Company, including Partner and Senior Engagement Manager. At McKinsey, Mr. Adachi gained extensive experience in new business development and organizational design, and worked closely with clients in the electronics, multimedia, automobile, and healthcare industries. From 1977 to 1987, he served at Mitsubishi Corporation, where he contributed to the successful launch of DDI, a new telecommunications venture.

Mr. Adachi served as Representative Director and President of Benesse Holdings from October 2016, as President CEO from June 2020, and as Chairman CEO from April 2021 to March 2022.  

He was a Chairman of the Japan Private Equity Association from 2009 to 2011.

Mr. Adachi received his B.S. in engineering at the University of Tokyo and earned his master's in management from MIT's Sloan School.

Alejandro Martinez Péon

Operating Executive

Alejandro Martinez Peόn is an Operating Executive focused on the technology sector and digital transformation opportunities in Europe. 

Over the last three decades, Mr. Martínez Peón has held leadership positions within the telecom and media markets in Spain and Latin America, demonstrating a wide background in business development, marketing & sales, operations, strategy, and corporate finance. Previously, Mr. Martínez Peón joined PRISA in 2018 as Chief Executive Officer of Prisa Noticias, the Group business line which includes the press outlets El País, Diario As, and Cinco Días. During his time at PRISA, the company accelerated its digital transformation pivoting from an old press business model to a successful digital subscription model in El País, as well as fostering digital audience and advertising in Diario As across Spanish speaking markets. He was also a Board Member of Santillana Education Group, the leading ed-tech company in Spain and LatAm in K-12 segment. 

Previously, Mr. Martínez Peón joined Telecable in 2009 as Chief Executive Officer where he helped accelerate the growth profile of the Telecable business during a period of economic distress, reflecting value creation through three successive sale processes: to The Carlyle Group in 2011 (EV €380m), to Zegona Communications in 2015 (EV €640m) and to Euskaltel in 2017 (EV €701m).
Prior to Telecable, Mr. Martínez Peón worked for Telefónica from 2000 to 2009 carrying out several managerial roles both in subsidiary operators and in Telefónica Corporation. He started his career working for five years at Arthur Andersen in the auditing practice of the Telecom & Energy sector. 

Mr. Martínez Peón has a degree in Business Administration from Oviedo University. He also attended the Stanford Executive Program (SEP) in the Stanford University Graduate School of Business (2017) and a Finance Course in the London School of Economics (1994).
 

Hiroyuki Aota

Senior Advisor

Hiroyuki Aota is a Senior Advisor to the Japan Buyout advisory team, focused on opportunities in the general industries sector.  He is based in Tokyo.

Mr. Aota brings nearly 40 years of experience in the general industries sector having held a number of leadership roles at Panasonic Corporation, where he served as Director from 2015-2019, Executive Director from 2019-2021, Vice President at Panasonic Connected Solutions Company from 2017-2020, and concurrently at Panasonic Smart Factory Solutions Company, President from 2015-2020 and Chairman from 2020-2021. Prior to this, he held several senior management roles within the Panasonic Group including Director and Executive Planning Director at Automotive & Industrial Systems Company, Director at the Primary Battery and Electric Motor divisions, and President of Matsushita Electric Motor Company America. During this time, Mr. Aota drove innovation across the manufacturing process, improving frontline operations through integration and automation.

Mr. Aota earned his B.A. in Economics from the Kwansei Gakuin University.

Colin Atkins

Senior Advisor

Colin Atkins is a Senior Advisor focused on Liquid Credit. He was formally Co-Head of Liquid Credit for 3 years and Head of European Structured Credit for 13 years.
 
Mr. Atkins joined Carlyle as a Director in November 2004 at the inception of the business and has been actively involved in credit analysis, trading, portfolio management and marketing CLOs that have been managed by the European Structured Credit team.
 
Mr. Atkins’ previous role was at Prudential M&G where he helped establish Prudential M&G’s Leveraged Finance platform.
 
Mr. Atkins holds a BA (Hons) in Accounting and Finance from Nottingham Trent University. He is a member of the Association of Chartered Management Accountants (ACMA) and is a CFA Charterholder.

James A. Attwood, Jr.

Senior Advisor

Jim Attwood is a Senior Advisor based in New York. 

Between 2000 and 2017 Mr. Attwood directed Carlyle’s private equity investments in the media and telecommunications industries globally, and between 2014 and 2017 he directed the firm’s investments in the technology industry as well. 

He presently serves as Chairman of the Board of Directors of Syniverse Technologies. He also serves as a member of the Harvard Law School Dean’s Advisory Board, The Friends of MVY Radio (Chairman), the Board of Directors of The Nature Conservancy, and as Chairman of WNET Board of Trustees and the Board of Trustees for Caramoor Center for Music and the Arts, and as Independent Director at CoreSite Realty Corp. Before Carlyle, Mr. Attwood served as Executive Vice President for Strategy, Development and Planning at Verizon Communications, and held the same position at GTE Corporation prior to that. Mr. Attwood began his professional career as an investment banker with Goldman, Sachs & Co., where he worked in both New York and Tokyo.


Mr. Attwood received his BA in Applied Mathematics and MA in Statistics from Yale in 1980. In 1985, he received both his JD and MBA degrees from Harvard.

Mark Blaufuss

Operating Executive

Mark Blaufuss is an Operating Executive focusing on the automotive, industrial and transportation sectors. He is based in Michigan.

Mr. Blaufuss was formerly the Chief Financial Officer of Metaldyne Performance Group (MPG), a $3 billion light vehicle supplier. During his tenure, Mr. Blaufuss was instrumental in forming MPG through the merger of three $1 billion metal-forming businesses (HHI, Metaldyne and Grede), refinancing the combined entity, executing its initial public offering in December 2014 and ultimately selling the company to American Axle & Manufacturing, returning nearly $1 billion to MPG’s investors over his tenure.

Prior to MPG, Mr. Blaufuss worked extensively with private equity owned manufacturing and distribution businesses, including Chief Financial Officer positions at three Carlyle-owned businesses—Metaldyne, United Components, Inc. and AxleTech International—that he helped to guide through growth and successful ownership transition. He also worked as Director of AlixPartners, a consulting firm, Corporate Controller of JPE, and Manager at PriceWaterhouseCoopers.

Mr. Blaufuss holds a BA degree in accounting from Michigan State University and currently serves on the Board of UCI International.

Ron Books

Operating Executive

Ron Books is an Operating Executive working in the technology sector with a specific focus on leading value creation initiatives.

Mr. Books also serves as Chairman for ECI Software Solutions, an established leader in providing industry-specific, end-to-end, business management solutions across several different vertical markets. Mr. Books started with ECI when it was a start-up company and rose in the organization to serve as VP Sales, then COO and then CEO, a position which he held from 2009 to 2021.  While serving as CEO, Mr. Books and his team developed and executed a strategic plan that included overseeing forty-one M&A transactions and a successful software license to cloud migration across nearly a dozen platforms.  Under his leadership as CEO, ECI grew from less than $50 million in revenue to over $450 million and a sale of the company in 2020 at a multi-billion dollar valuation.

Mr. Books received a BS from University of Dayton.

Aernout Boot

Senior Advisor

Aernout Boot is a Senior Advisor focused on the international energy sector.  He is based in Abu Dhabi, UAE.

Previously, Mr. Boot served as Managing Director of VTTI Asia where he led their flagship oil terminal in Malaysia as well as development and growth opportunities in Asia and Australia. From 2010 to 2013, Mr. Boot served as Global Commercial Director for VTTI, where he was responsible for VTTI’s global network of oil terminals. Prior to that, he held management roles with Vitol in Dubai, UAE and Vopak in Fujiairah, UAE. Mr. Boot started his career in the oil industry as a management trainee at Petroplus in 1998, where he worked in the Swiss terminal business based in Zug, Switzerland and was also instrumental in the development of the Dragon LNG project in Milford Haven, Wales, and ultimately moved on to a role in Petroplus Dubai.

Mr. Boot holds a doctoral degree in Arabic language and Middle Eastern studies from Leiden University.

Jonathan E. Colby

Senior Advisor

Jonathan Colby is a Senior Advisor based in Washington, DC focused on working with investors as well as serving on the investment committees for Carlyle Japan Partners I, II and III.

Prior to joining Carlyle in 1998, Mr. Colby was with Equinox Group Holdings, Ltd., a merchant bank specializing in private equity investments and corporate advisory services in Asia.  Prior to that, Mr. Colby was a Senior Managing Director of The Blackstone Group, and before that was head of Asian mergers and acquisitions at The First Boston Corporation in Tokyo. Mr. Colby also served on the National Security Council staff under the direction of Dr. Henry A. Kissinger.

Mr. Colby is a member of the Council on Foreign Relations. He is also a member of the Board of Trustees at the Brookings Institution in Washington, D.C., where he also serves as the Chair of Brookings' Foreign Policy Leadership Council.

Mr. Colby is a graduate of Princeton University and Yale Law School and currently holds Series 63 and 82 licenses; he previously maintained a Series 7 license.

Kevin Costello

Operating Executive

Kevin Costello is an Operating Executive focusing on the technology, media and telecommunications sectors.

Mr. Costello has been an active investor, operator, and advisor to a wide variety of technology companies. He currently sits on the board of FinancialForce.com, Inc., Kaufman, Hall & Associates, LLC, Blue Cat Networks, Inc. and Kahua, Inc., all privately-held companies. He was formerly lead independent director of Rackspace Inc., a director of Cbeyond, Inc., and a director of The Rainmaker Group, Inc. He was executive chairman of Top Tech Holdings, Inc. Mr. Costello served as a director of Vantiv, Inc. from 2014 to 2017 and as a director of its successor Worldpay, Inc. until July 2019. Mr. Costello served in a variety of senior roles at Ariba, Inc. from 2002 to 2007 and as President from 2007 until its acquisition by SAP in 2012. Following that acquisition, Mr. Costello served as president of Ariba, an SAP Company, from 2012 to 2014. Prior to joining Ariba, Mr. Costello spent 18 years with Andersen Business Consulting, during which he served in various senior management positions.

Mr. Costello graduated from the University of Illinois with a BS in accounting.

Simon Dingemans

Senior Advisor

Simon is a Senior Advisor focused on the Healthcare sector and investment opportunities in the UK. He is based in London.

He serves on the boards of Carlyle portfolio companies END., Schoen Klinic and Calastone where he is Chairman.

Prior to joining Carlyle, Mr. Dingemans was Chief Financial Officer for GlaxoSmithKline plc and a member of the main Board from 2011 to 2019 where he drove extensive restructuring and operational improvements as well as a number of significant strategic transactions. As CFO, he was responsible for leading Finance and a variety of other functions including Procurement, Real Estate as well as Technology and IT, including Cyber Security.

Before GSK, he was an investment banker for 25 years at SG Warburg and then Goldman Sachs where he was a Partner for 10 years as a leader of their European M&A business and Head of UK Investment Banking.

Mr. Dingemans served as Chairman of the Financial Reporting Council in 2019/2020.

Elmer Doty

Operating Executive

Elmer Doty is an Operating Executive focused on the aerospace and defense and industrial sectors.

Previously, Mr. Doty has been President and Chief Operating Officer of Arconic, Inc a major producer of aluminum sheet and plate and precision castings and components for aerospace. Prior to that, he served as President and Chief Executive Officer of Carlyle portfolio company Accudyne Industries, a major producer of high-pressure pumps and compressors. Prior to that position, he was President and Chief Executive Officer of Carlyle portfolio company Vought Aircraft Industries, Inc., a leading aerostructures company. Prior to Vought, Mr. Doty was Executive Vice President of Carlyle portfolio company United Defense Industries, Inc. (now BAE Systems), where he led a division that produced and supported the majority of the U.S. military’s combat vehicles.

Mr. Doty has over 40 years of leadership experience in heavy industry, with General Electric, FMC Corporation, United Defense Industries, Inc., BAE Systems, Vought, Accudyne, and Arconic. He is presently a director of Arconic, Inc., LOC Performance LLC, Array LLC, a member of the Board of Trustees of the Cooper Institute and a director of the Men of Nehemiah.

Mr. Doty earned a Bachelor’s degree in nuclear engineering and a Master’s degree in mechanical engineering from the University of Missouri, and has received Executive Education at Harvard Business School and University of Chicago.

Eriko Sakurai

Senior Advisor

Eriko Sakurai is a Senior Advisor to the Japan Buyout advisory team, focused on opportunities primarily in the general industries sector as well as advising Carlyle portfolio companies on value creation initiatives. She is based in Tokyo.

Ms. Sakurai has held various leadership roles in her 35-year career at Dow including most recently as President of Dow Japan and Korea from 2020-2022. She also previously served as Regional President of Japan and Korea of Dow Corning and Chairman and CEO of Dow Corning Toray. In addition to her roles at Dow, she served on the board of Sony Group Corporation from 2014 to 2020, and currently sits on the boards of Sumitomo Mitsui Financial Group, Kao Corporation, Astellas Pharma, and Nippon Sheet Glass.

Ms. Sakurai earned a Bachelor of Arts degree in Psychology, a Master of Arts degree in Psychology and a PhD in Information Sciences from Tohoku University in Japan.

Francis A. Finelli

Senior Advisor

Frank Finelli is a Senior Advisor. He joined The Carlyle Group, a global private equity firm, in December 1998, where he was Managing Director focusing on investments in the defense and aerospace sector. He has led numerous acquisitions and developed Carlyle’s cross-portfolio purchasing and functional initiatives.  He has been repeatedly selected for the Defense News 100 Most Influential and Executive Mosaic WASH100 distinctions.

Prior to that, Mr. Finelli served as legislative assistant for then-Senator Dan Coats (R-IN), member of the Armed Services Committee and Select Committee on Intelligence.  Before retiring as an Army Lieutenant Colonel, Mr. Finelli served as a Special Assistant to the Chairman of the Joint Chiefs of Staff for the first Quadrennial Defense Review (QDR) in 1997.  He also worked for the Vice Chairman in restructuring the Joint Requirements Oversight Council (JROC), when he also coordinated reviews of communications and intelligence programs.  From 1986 to 1989, he was an Associate Professor of Economics at the U.S. Military Academy, where he taught econometrics and conducted manpower and defense procurement analyses.   A Field Artillery Master Gunner, Mr. Finelli served in the 82d Airborne, 1st Armored, and 3d Infantry Divisions.

Mr. Finelli is a distinguished graduate of the U.S. Military Academy, where he was also a varsity letterman in swimming and water polo.  He holds a Master of Sciences in Finance and Operations Research from Sloan School of Management at Massachusetts Institute of Technology and a Master of Military Arts in Strategy from U.S. Army Command and General Staff College.  Mr. Finelli is a Chartered Financial Analyst (CFA) and member of the Council on Foreign Relations, The Lexington Institute, and The Atlantic Council. He is the former gubernatorially appointed Chairman of the Virginia’s Veteran Services Foundation.  He also serves as a Board Director for Army Emergency Relief (AER) and Business Executives for National Security (BENS), as well as a Member of the MIT Sloan Americas Executive Board.  

Mr. Finelli and his wife Katherine reside in McLean VA and have three adult children:  former Army Captain Paul Finelli and his wife Lisa, Drew and his wife Jenna, and Laura.  His military awards include the Defense Superior Service Award, the Legion of Merit with Oak Leaf cluster, the Honor Cross of the German Armed Forces in Silver, the Ranger Tab and Master Parachutist badge. 

Thomas Foussé

Senior Advisor

Thomas Foussé is a Senior Advisor in Investor Relations, based in London.

Prior to joining Carlyle, Mr. Foussé was responsible for the private equity fundraising activities throughout Europe, as part of the Private Equity Group at Merrill Lynch. From 1989 to 1992, Mr. Foussé was with Banque Paribas for three years, first as an Equity Analyst in the Merchant Banking Department in Germany and then, as a Portfolio Manager in the Asset Management Group in Paris.

Mr. Foussé received his MBA from Fuqua School of Business at Duke University and his undergraduate degree from Institut Supérieur de Gestion in Paris. He has been registered with the FSA since 2007 for the CF30 controlled function, and he held a Series 7 license from 1994 to 2001.

Charles Geoly

Operating Executive

Charley Geoly is an Operating Executive working with our portfolio companies on how best to manage their human capital strategies as well as our deal teams to extend our executive reach across various subsegments (software, services, and infrastructure) and investment classes (growth, buyout, and structured investments). He also serves as an advisor to numerous public boards on CEO succession and board construction.

Previously, Mr. Geoly was a senior member of Russell Reynolds Associates, one of the world’s leading leadership advisory firms. During his 25-year career at Russell Reynolds Associates, Mr. Geoly led several practices, managed the global technology sector, led the Palo Alto office and served on the Executive Committee of the Firm. As part of his consulting activities, Mr. Geoly also championed the significant expansion of diversity within the boardroom.

Prior to Russell Reynolds Associates, Mr. Geoly spent nearly 10 years with DuPont in a variety of roles including R&D, Sales & Marketing and business leadership. Mr. Geoly graduated with a B.S. in Chemistry from the University of Delaware and an M.B.A. with a finance concentration from Rice University.

Georgette Kiser

Operating Executive

Georgette Kiser is an Operating Executive at The Carlyle Group where she is advising across the firm and in particular, the firm’s Global Technology and Solutions (GTS) organization, by developing and driving IT strategies across the global enterprise, which includes application development, data, digital, infrastructure, cyber security, and program management and outsourcing activities.  Prior to this Ms. Kiser served as a Managing Director and the CIO (Chief Information Officer ) for The Caryle Group driving the global technical strategy and solutions.

Prior to The Carlyle Group, Ms. Kiser was the Vice President of T. Rowe Price Associates, Inc. where she headed Enterprise Solutions and Capabilities within the Services and Technology Organization. She led and managed teams that provided creative solutions and leveraged technology for investment front office, trading, and back office operations. Prior to T. Rowe Price, Ms. Kiser worked for General Electric within their Aerospace Unit.

Ms. Kiser earned a B.S. in Mathematics, with a minor in Computer Science from the University of Maryland, College Park, a M.S. in Mathematics from Villanova University, and an M.B.A from the University of Baltimore.

Ms. Kiser serves on the Boards of Aflac and Adtalem Global Education.

Ms. Kiser has also served on various non-profit boards, including the T. Rowe Price Foundation Board, the Maryland Business Roundtable STEMnet Advisory Board, The Boys’ Latin School of Maryland, and the University of Baltimore Foundation. Georgette currently serves on the Board for Year Up (National Capital Region).

Zhiqiang Guan

Senior Advisor

Zhiqiang Guan is a Senior Advisor to the Asia healthcare team.  He is based in Shanghai.  

Prior to working with Carlyle, Dr. Guan worked in the healthcare industry in China gaining experience in market access, people development, industrial policy shaping and business development.  Acting as a senior executive, Dr. Guan worked for various healthcare MNCs including Pfizer, Merck Sharp & Dohme, and Bristol Myers Squibb. At those MNCs, Dr. Guan built new functional teams designed to face challenges in bringing new innovative medicines into the Chinese market, shape national and local pricing and reimbursing policies, improve hospital listing strategies and implement sales plans. Dr. Guan obtained investing experience from 2017-2020 when he was the founding CEO of West China Dental Company in Chengdu, a state-owned investment company focused on dental care.  

From 1986 to 2007, before moving to the private sector, Dr. Guan worked as a health policy researcher and senior manager for many public institutions including Heilongjiang Provincial Department of Health in Harbin, New York City Department of Health in New York, Foreign Loan Office Ministry of Health in Beijing, Institute of Hospital Administration of Ministry of Health in Beijing, and National Institute of Social Security Ministry of Labor and Social Security.  In those roles, Dr. Guan participated in local and central health policy making processes including the New York City Healthy Start program (1997-1999), China’s national health insurance system framework (2001-2007) and Anti-SARS Social Policy in Beijing (2003).

Dr. Guan received his medical degrees from University of Heilongjiang Chinese Medicine and Harbin Medical University.  He also earned a Master of Public Health from Columbia University. 

James H. Hance, Jr.

Operating Executive and Director

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.

Henrik Slipsager

Operating Executive

Henrik Slipsager is an Operating Executive focused on opportunities in the industrial and transportation sectors. Mr. Slipsager was most recently the President and CEO of ABM Industries from 2000 to 2015.  During his tenure as CEO, ABM’s revenues more than doubled from $1.8 billion to more than $5 billion. Under his leadership, the business transformed into an integrated facilities solutions provider both organically and through acquisitions. Prior to joining ABM Industries, Mr. Slipsager was President of 2M-Invest and held roles of increasing responsibility at ISS.

Mr. Slipsager has an M.B.A. degree (equivalent) from the Business School of Copenhagen and currently serves on the boards of Briggs & Stratton Corporation, Arctic Glacier Holdings, Inc. (a Carlyle Global Partners portfolio company) and several other privately owned businesses.

Randall Hickok

Operating Executive

Randall Hickok is an Operating Executive focused on Carlyle’s investments in renewable and sustainable energy, with a specific focus on the U.S. market. He is based in California.

Mr. Hickok is an energy industry veteran of 33 years, whose career began with regulated interstate gas pipelines, ran through non-regulated gas-fired independent power plant ownership and operations and culminating in renewable energy as the COO of Clearway Energy.

In Mr. Hickok’s 11 years at Clearway, he presided over the founding and growth of a renewable energy fleet comprised of utility-scale solar power plants, wind farms and battery storage, as well as portfolios of smaller distributed generation and community solar facilities, reaching 9.4 GW of combined operating and activity under construction facilities across the U.S. at the time of his retirement. During Mr. Hickok’s time at Clearway, he was responsible for Asset Management, Performance Analytics, Operations and Maintenance, O&M Procurement, O&M Engineering and Construction Management.

Prior to Clearway, Mr. Hickok worked in senior management positions at NRG, Dynegy, LS Power and Duke Energy, where he gained skills in business development, M&A due diligence and valuations, government affairs and corporate planning.

Mr. Hickok earned a BBA degree in Finance and Business Analysis from Texas A&M University.

Chikatomo Hodo

Senior Advisor

Chikatomo Hodo is a Senior Advisor to the Japan buyout advisory team, focused on opportunities in the TMT sector.  He is based in Tokyo.

Mr. Hodo, former President and Chairman of Accenture Japan, brings to Carlyle nearly 40 years of experience in the TMT sector. He joined Accenture Japan in 1982, and since then, held several leadership roles including Senior Corporate Advisor from 2017 to 2021, Chairman from 2015 to 2017, and President from 2006 to 2015 with overall responsibility for Accenture’s business in Japan. During his career with Accenture, he worked on numerous projects across a wide range of industries including communications, high technology, manufacturing, distribution, and others.

In addition, Mr. Hodo held advisory roles in the public sector including the Japanese government (Cabinet Office, Ministry of Economy, Trade & Industry and Ministry of Education), and was Vice Chairman/Executive Director of the Japan Association of Corporate Executives from 2017 to 2021.

He also serves as a visiting professor at Waseda University Business School, a member of the Administrative Council of University of Tokyo, and a board member of numerous companies.

Mr. Hodo holds a Bachelor of Science degree in Industrial Engineering and Management from Stanford University and an MBA from Columbia Business School.

Dayle Hogg

Operating Executive

Dayle Hogg is an Operating Executive focused on the healthcare sector. He works with new and existing portfolio companies of Abingworth, part of the Carlyle Group, to support their operational capabilities.

Previously, Mr. Hogg was COO of GammaDelta Therapeutics, an Abingworth portfolio company focused on the development of γδ T cell immunotherapies, until its acquisition by Takeda in 2022, when he became Head of Gamma Delta Operations for Takeda. He was also a cofounder of Adaptate Biotherapeutics (also an Abingworth portfolio company and acquired by Takeda in 2022). Mr. Hogg’s prior roles have also included COO of Kesios Therapeutics (an oncology drug development company), investment manager at Touchstone Innovations where he led a number of early-stage investments including Enterprise Therapeutics (potentiator program acquired by Roche) and Storm Therapeutics, and he was a cofounder and Commercial VP of Lectus Therapeutics (programs acquired by UCB).

Mr. Hogg has more than 20 years of experience across a range of functions within the biotechnology sector including within operational, commercial and venture investing roles. He has a degree in Pharmacology from University of Leeds and a PhD in Pharmacology from University of Oxford.
 

Hongjiang Zhang

Senior Advisor

Dr. Hongjiang Zhang is a Senior Advisor to Carlyle. He is based in Hong Kong.

Previously, Dr. Zhang has held positions including CEO of Kingsoft, Managing Director of Microsoft Advanced Technology Center (ATC), and Chief Technology Officer for Microsoft’s China Research and Development Group (CRD).

Dr. Zhang was a founding member, then the Assistant Managing Director, of Microsoft Research Asia (MSRA). MSRA was reported in 2004 as “The Hottest Computer Lab” by MIT Technology Review. While with MSRA, he led efforts to research in Media Computing, Data Mining and Web Search, Natural Language Computing, and Distributed Systems. Prior to joining Microsoft, Dr. Zhang was with Hewlett-Packard Labs at Palo Alto, California, where he was a research manager. He also worked at the Institute of Systems Science (today, renamed I2R), National University of Singapore.

A researcher in media computing, more specifically in video and image analysis, search and browsing, Dr. Zhang has authored four books, over 350 scientific papers, and holds 62 U.S. patents. He has been elected Fellow of IEEE and Association for Computing Machinery and won the “2008 Asian American Engineers of the Year” award. He is also the recipient of 2010 IEEE Computer Society Technical Achievement Awards.

Dr. Zhang earned his B.S. in Radio and Electronics from Zhengzhou University in Henan, China and his Ph.D. in Electrical Engineering from Technical University of Denmark in Lyngby, Denmark. 
 

Lloyd Howell

Operating Executive

Lloyd Howell is an Operating Executive focused on the aerospace and defense sector.

Mr. Howell has served as the Executive Director of the NFL Players Associate since July 2023.  From July 2016 to October 2022, Mr. Howell served as Executive Vice President, Chief Financial Officer, and Treasurer of Booz Allen Hamilton Holding Company (“Booz Allen”), a professional services company, and Mr. Howell served as Executive Vice President of Booz Allen from October 2022 through December 2022 to assist Booz Allen with the transition to his retirement. During his more than 34 years at Booz Allen, Mr. Howell held a variety of leadership roles. From 2013 to 2016, he led Booz Allen’s Civil and Commercial Group. Prior to that, he held the position of Executive Vice President, Client Services Office from 2009 to 2013. 

Currently, Mr. Howell serves on the boards of Moody’s Corporation, General Electric Healthcare and KLDiscovery Inc. and previously served on the board of Integra LifeSciences. He is on the Board of Trustees at the University of Pennsylvania, a member of the Board of Overseers at the University of Pennsylvania's Engineering School, and a member of the Washington Economics Club. 

Mr. Howell has a bachelor’s degree from the University of Pennsylvania and an M.B.A. from Harvard Business School.

Ian Read

Operating Executive

Ian Read is an Operating Executive focused on the healthcare sector.

Mr. Read began his career at Pfizer in 1978 and was named CEO in 2010 and Chairman of the Pfizer Board of Directors in 2011. During Mr. Read’s tenure as CEO, Pfizer generated a total shareholder return of 250%, achieved 32 FDA approvals for new medicines, invested significantly in research and development, and completed several transformational transactions to help strengthen Pfizer’s pipeline. Previously, Mr. Read served as Senior Vice President and Group President of Pfizer’s Worldwide Biopharmaceutical Businesses, overseeing five global business units: Primary Care, Specialty Care, Oncology, Established Products and Emerging Markets. Prior to this, he held positions in several of the company’s largest, fastest-growing operations, including Chief Financial Officer, Pfizer Mexico, and Country Manager, Pfizer Brazil. Mr. Read continues to serve on the board of directors of Kimberly-Clark and Viatris while also being Chairman of DXC.

Mr. Read earned his B.S. in chemical engineering from London University Imperial College and subsequently became a Charted Accountant of England and Wales.

Renee James

Operating Executive

Renee J. James is an Operating Executive focused on global telecommunications, media and technology sectors.

Ms. James is a seasoned technology leader with large-scale, broad international operations experience. She is currently the Chairman and CEO of Ampere Computing, a Carlyle portfolio company. Ampere produces high performance processors for compute, storage and other cloud computing needs. Ms. James had a lengthy career with Intel Corporation where she was the President of the company until her departure in 2016. She is a current Operating Executive at the Carlyle Group. In her role with Carlyle, Ms. James evaluates new technology investments for the firm as well as advises and portfolio companies on their strategic direction and operational efficiency.

In 2014, Ms. James was ranked 21st on Fortune’s Most Powerful Women in Business list, and she was ranked 45th on the Forbes 100 Most Powerful Women list.

John Kanas

Senior Advisor

John Kanas is a Senior Advisor to Carlyle and Vice Chairman of Carlyle Global Financial Services Partners. He is based in New York.

Mr. Kanas is non-executive Chairman of BankUnited, N.A., a national bank with $30.4 billion in assets and 92 branches and banking centers in Florida and New York. From May 2009 through December 2016 he served as President and Chief Executive Officer of BankUnited, a former portfolio company of The Carlyle Group. Prior to BankUnited, Mr. Kanas was President and Chief Executive Officer of North Fork Bancorporation, Inc. from 1977 until its acquisition by Capital One Financial Corporation in December 2006. In December 2006, he became President of Capital One's banking segment, which included North Fork. Mr. Kanas retired from that position in August 2007.

Mr. Kanas earned his B.A. from Long Island University and is past president of the New York State Bankers Association. Mr. Kanas is a member of the board of trustees of Weill Cornell Medical College. In 2005, Mr. Kanas was recognized by Institutional Investor as the best regional bank CEO in America, and in 2007 he received the Woodrow Wilson Award for Corporate Citizenship.

Minoru Koshibe

Senior Advisor

Minoru Koshibe joined Mitsui Toatsu Chemicals Co., Ltd. (currently Mitsui Chemicals, Inc.) in 1978. He took part in developing the Direct Oxidation MMA Production Process in partnership with KURARAY CO., LTD., where he contributed to the completion of production technologies through his involvement in the launch of pilot plants and the construction and operations of new factories.  With the establishment of Mitsui Chemicals, Inc. in 1997, Mr. Koshibe assumed new positions including Corporate Planning, Executive Officer and Planning and Development Director for the Material Business Department, and Managing Executive Officer. In 2013, Mr. Koshibe was appointed Representative Director and Executive Vice President. Mr. Koshibe engaged in numerous domestic and cross-border mergers and acquisitions, helping to expand Mitsui Chemical’s businesses especially in the fields of healthcare and agrichemicals, and adding new products such as electronic glasses.  He led the establishment of the company’s mid-term business plan and business portfolio restructuring, including new business partnerships, delistings and demergers. 

Currently, Mr. Koshibe serves as Executive Advisor for Daicel Corporation, Senior Advisor for Greenhill & Co. Japan Ltd.,Consultant for LOTTE Corporation, Specially Appointed Professor at Osaka University, and Senior Consultant for GENKEN Institute of Management Co.,Ltd. He is also actively involved in a wide variety of industries, serving as, for instance, the Director for “Kokuryoku Baizou Juku” (a General Incorporated Association), Advisor for “Furusato TV” (a NPO), Representative Facilitator for Thomson Reuters Salon, and Supporter of Monozukuri Nadeshiko.

Mr. Koshibe earned both his B.A. and M.A. from Osaka University’s School of Science.

L. William Krause

Operating Executive

L. William Krause is an Operating Executive focused on the technology and business services sectors.

Mr. Krause has been President of LWK Ventures, a private advisory and investment firm, since 1991. 

Previously, Mr. Krause served as President and Chief Executive Officer of 3Com Corporation from February 1981 to September 1990 and Chairman of the Board from September 1987 to September 1993 when he retired.  Under his leadership 3Com grew from a venture capital funded start-up to a $1B+ publicly traded, data networking company with operations worldwide.  Also, Mr. Krause was employed at Hewlett-Packard Company for 14 years from 1967 to 1981 in various marketing and general management assignments. His last position at HP was as general manager of the personal computer division.

Mr. Krause currently serves as a director of the following public companies: Coherent, Inc. and CommScope, Inc..  He is also Chairman of the Board of Veritas Holdings, Ltd., a Carlyle portfolio company.  In addition, Mr. Krause serves as a Board Partner with Andreessen Horowitz, a Silicon Valley venture capital firm. 

Mr. Krause holds a B.S.E.E. degree and received an honorary doctorate of science from The Citadel.

Bruce Larson

Senior Advisor

Mr. Larson is a Senior Advisor. He was formerly the Chief Human Resources Officer at Carlyle and served in that capacity since he joined the firm in November 2019.

Prior to joining Carlyle, Mr. Larson served as Partner and Head of Human Capital in Asia Pacific and India at Goldman Sachs.

Mr. Larson earned an MBA from University of Chicago and a BA in Finance and Japanese from the University of Utah.

Dr. Martin Madaus

Operating Executive

Dr. Martin Madaus is an Operating Executive focused on the healthcare industry.

Dr. Madaus most recently served as Chairman and Chief Executive Officer of Ortho Clinical Diagnostics (a Carlyle portfolio company) from 2014 to 2019 and as a consultant to Carlyle in the healthcare sector from 2011 to 2014. Previously, he was President, Chairman and CEO of Millipore Corporation, which was acquired by Merck KGaA, from 2005 to 2010 and CEO of Roche Diagnostics North America from 1999 to 2004.

Dr. Madaus is the current Lead Director of Quanterix and serves on the board of Syneron Candela. Previously, he served on the boards of Pharmaceutical Product Development (a Carlyle portfolio company), Mettler Toledo and Covidien. He earned a Doctor of Veterinary Medicine Degree from the University of Munich, Germany and a Ph.D. in Veterinary Medicine from the Veterinary University of Hannover, Germany.

Federico Marchetti

Operating Executive

Federico Marchetti is an Operating Executive to the Carlyle Europe Partners team.  He is focused on the consumer business, with a broad experience in luxury, technology and sustainability.  He is based in Milan.

Mr. Marchetti founded YOOX in 2000.   In 2015, Marchetti drove the game-changing merger of YOOX and NET-A-PORTER to create the world leader in online luxury fashion.  Mr. Marchetti, defined by the New York Times as “the man who put fashion on the net”1, has revolutionized the luxury industry.  Over the last 20 years, he has continued to push the boundaries of innovation, transforming the luxury shopping experience through artificial intelligence, visual recognition and big data.

Mr. Marchetti has forged important strategic alliances worldwide, including a joint venture with the French luxury group Kering in 2012, with Mohamed Alabbar, a visionary entrepreneur in the Gulf, in 2016, and with Alibaba in China in 2018, following YOOX NET-A-PORTER’s acquisition for over 6 billion U.S. dollars by Richemont.

Mr. Marchetti serves as non-executive director of Giorgio Armani and as independent director of Gruppo GEDI.  Invited by Prince of Wales, he also serves as Chair of HRH’s Sustainable Markets Initiative Task Force on Fashion.  Mr. Marchetti has also held positions on the Board of Trustees of The Prince’s Foundation and on the Board of Directors of Highgrove Gardens.  Mr. Marchetti has been knighted as a Cavaliere by the President of the Italian Republic.

Mr. Marchetti holds a business degree from Bocconi University and a Master of Business Administration from Columbia University.

1 Source: T Magazine, “The Italian Jobber”, Winter 2010

Edward J. Mathias

Senior Advisor

Edward J. Mathias is a Senior Advisor with The Carlyle Group.

Prior to joining Carlyle in January 1994, Mr. Mathias was a long-time member of the Management Committee and Board of Directors at T. Rowe Price Associates, Inc., a major investment management organization. He was instrumental in the founding of The Carlyle Group and assisted in raising the firm's initial capital. Mr. Mathias serves as an advisor to senior management and is a member of the Investment Committees for Carlyle Growth, Asia Growth, European Technology, and Sub-Saharan Africa Funds. Additionally, he is actively involved with Carlyle's broad-based investment strategy and serves in an advisory role for the firm's Global Credit Funds. 

Mr. Mathias holds an M.B.A. from the Harvard Business School and an undergraduate degree from the University of Pennsylvania where he currently serves as a Trustee Emeritus. He is a member of the President’s Advisory Council on Doing Business in Africa, The Council on Foreign Relations, and The Trustees' Council at The National Gallery of Art. 

Alan Middleton

Operating Executive

Alan Middleton is an Operating Executive focused on the technology and business services sectors. He is based in London. 

Currently, Mr. Middleton  is a non-executive director of PA Consulting Group and the Carlyle portfolio company Anthesis.

A career-consultant, Mr. Middleton’s client focus is on the business services and financial services sectors, specializing in innovation and strategy delivery.  Over his career, he has consulted for 400 client organizations and operated in every major geography.  He served for fifteen years as Chief Executive Officer and Board member of PA Consulting, leading the firm through Carlyle’s investment in 2016 until the successful exit to Jacobs Engineering in 2021.  

Mr. Middleton studied at Edinburgh University and Stanford and is a Fellow of the Institute of Engineering and Technology.

Donna Morea

Operating Executive

Donna S. Morea is an Operating Executive focused on technology and business services. 

Ms. Morea is the retired President of CGI Technologies and Solutions, where she led CGI’s multi-billion dollar IT and business process services in the US, Europe and Asia-Pacific.  Her clients included many of the world’s largest and most complex organizations in federal, state and local government; healthcare; and financial services.  Prior to that, she served in numerous executive management roles at American Management Systems, which merged with CGI in 2004.

Ms. Morea received a BA with high honors from Wesleyan University and an MBA with distinction from Wharton. 

She currently serves on the boards of Net Health, Accelerate Learning and as Chair of KLDiscovery (all Carlyle portfolio companies.)  She is the Chair of the Board of Directors of SAIC (NYSE:SAIC), and is the Chair of the Technology Committee of the Truist Board of Directors (NYSE:TFC).

In addition to her business activities, she is Chair of the Board of Trustees of Wesleyan University, her alma mater; Director of Share our Strength, a national organization fighting childhood hunger in the US; and a Trustee of the Inova Health System, the largest healthcare system in Northern Virginia. She is a Chair Emerita of the Northern Virginia Technology Council, the nation's largest technology council with over 1000 member companies, representing over 300,000 employees in the region.  

Yasuo Nishiguchi

Senior Advisor

Yasuo Nishiguchi is a Senior Advisor focused on Japanese buyout opportunities. He is based in Tokyo.

Mr. Nishiguchi was the former President and CEO of Kyocera Corporation, one of Japan’s leading companies in system electronic devices, telecom equipment and applied ceramic products. He was involved in technology development and new business creation.

Mr. Nishiguchi is currently the President of HANDY Inc. He serves on the Boards of Directors of several companies.

Mr. Nishiguchi obtained his M.S. degree from Osaka Kyoiku University and Ph.D. in management science and innovation policy studies at Doshisha University Graduate School of Policy Studies.

Mary Petrovich

Operating Executive

Mary Petrovich is an Operating Executive focused on U.S. buyout opportunities in the automotive and transportation sectors. Ms. Petrovich is based in Michigan.

Previously, Ms. Petrovich was Chief Executive Officer of Carlyle portfolio company AxleTech International, culminating in the December 2008 sale of AxleTech to General Dynamics, where she continued to lead the business for two years. Prior to her decade with AxleTech, Ms. Petrovich served as President of Dura Automotive’s global $1 billion Driver Controls unit. Before Dura, she held roles of increasing responsibility with AlliedSignal, leading several automotive and industrial businesses. Early in her career Ms. Petrovich served in a variety of engineering, manufacturing and finance roles with Chrysler and General Motors.

Ms. Petrovich received her MBA from Harvard Business School and a BSE in industrial and operations engineering from University of Michigan.

Adrien Pinsard

Operating Executive

Adrien Pinsard is an Operating Executive focused on Carlyle’s investments in renewable and sustainable energy, with a specific focus on the European market. He is based in London. 

Mr. Pinsard brings 15 years of European renewable energy investment and development experience along with a deep network of relationships with developers, investors, banks and advisors. Most recently, Mr. Pinsard served as the CEO (interim) of Lumani Energy. Mr. Pinsard founded Lumani in 2020 to incubate and grow European renewable energy developers, together with a large infrastructure investor. He has since moved to the infrastructure investor’s development platform in a C-suite role and currently leads deal origination, capital allocation, strategy, acquisitions, divestitures and financing for an 8 GW pipeline across France, Spain, Italy, UK, Poland and Greece. 

Prior to forming Lumani Energy, Mr. Pinsard was leading the energy team of Platina, a UK private equity firm focused on the European renewable energy sector. 

Mr. Pinsard received an M.S. Applied Physics from INSA Lyon and an M.S. Corporate Finance from EM Lyon.

Lawrence B. Prior, III

Operating Executive

Larry Prior is an Operating Executive for The Carlyle Group focused on the aerospace, defense and government services sectors. He is based in Washington, DC and serves on the Board of Directors of Novetta.

Mr. Prior was most recently President and Chief Executive Officer of CSRA, Inc., which was acquired by General Dynamics. Previously, he was Executive Vice President and General Manager of CSC’s North American Public Sector (NPS) business, providing next-generation technology solutions and mission services to the U.S. Department of Defense, Intelligence Community and FedCiv sectors. 

Before joining CSC, Mr. Prior held executive leadership positions at BAE Systems Inc., ManTech International, SAIC, LightPointe Communications, High Technology Solutions, the County of San Diego and TRW. Earlier in his career, Mr. Prior worked as a professional staff member on the House Permanent Select Committee on Intelligence and served as an Intelligence Officer in the U.S. Marine Corps.

Mr. Prior earned his BS degree from Loyola Marymount University and an MA in security studies from the Edmund A. Walsh School of Foreign Service at Georgetown University.

Jim Prutow

Operating Executive

Jim Prutow is an Operating Executive focused on the healthcare sector.

Mr. Prutow has over 30 years of healthcare experience as both an executive and consultant across many medtech, life sciences, and diagnostics companies. Mr. Prutow most recently served as a Senior Healthcare PE Partner at PwC and PRTM for the past 15 years, where he collaborated with Carlyle and other private equity sponsors on hundreds of diligences across the globe as well as supported portfolio company management teams on value creation initiatives that have yielded billions in incremental value.

Before PwC, Mr. Prutow spent time as an executive at a range of leading healthcare companies including Baxter, Dade Behring, Nanogen and GeneLogic.

Mr. Prutow currently serves on the Board of Directors of Carlyle portfolio company Corro Health.

Mr. Prutow earned his B.S. in both Genetics and Economics at University of California, Davis, his MBA from Golden Gate University and his JD from the University of San Diego School of Law.

Aditya Puri

Senior Advisor

Mr. Aditya Puri is a Senior Advisor to the Asia private equity team. Mr. Puri was the CEO and Managing Director of HDFC Bank from its inception in 1994 until October 2020. Over his 26 tenure leading the business, Mr. Puri grew HDFC Bank into the largest private sector bank in India with over $210 billion of assets (as of September 30, 2020), and the most valuable bank in India with a market cap of over $90 billion (as of October 2020). 

Mr. Puri won several awards and accolades during his tenure, including being named among Barron’s Top 30 Global CEOs from 2015 to 2018 and Fortune’s Top 20 Businesspersons globally in 2017. He was also named Banker of the Year by Business Standard, and most recently, received Euromoney’s Lifetime Achievement Award.

Prior to HDFC Bank, Mr. Puri spent over 20 years at Citibank overseeing parts of the bank’s activities across India, Greece, Saudi Arabia, Hong Kong, Korea, Taiwan and mainland China, with his last role as CEO of Citibank’s operations in Malaysia from 1992-1994.

Mr. Puri is a commerce graduate from Punjab University and a qualified Chartered Accountant.

Thomas W. Rabaut

Operating Executive

Thomas W. Rabaut is an Operating Executive focused on U.S. buyout opportunities. He is based in Washington, DC.

Since his involvement with Carlyle starting in 2007, Mr. Rabaut has served as Chairman of Carlyle portfolio companies ARINC, Veyance, Signode and Synagro, and on the boards of Carlyle portfolio companies Novetta, Allison Transmission, Qualicaps, Landmark Aviation and Illinois Central School Bus LLC.

Previously, Mr. Rabaut served as President and Chief Executive Officer of one of Carlyle’s most successful investments—the 1997 acquisition of United Defense. During his tenure in this position, he led the evolution of the company from a limited partnership through the formation of a stand-alone private enterprise to an NYSE publicly traded company and the ultimate sale to BAE Systems in June 2005.

After the sale, he served as President of BAE’s Land and Armaments Operating Group, where he oversaw 11,000 employees in 13 locations and was responsible for $3.7 billion in sales.

Prior to his tenure at United Defense, he served 17 years in various roles at FMC Corporation, where he ultimately became Vice President and General Manager of FMC’s Defense Systems Group.

Mr. Rabaut earned his BS at the U.S. Military Academy at West Point and served five years in the U.S. Army. He received an MBA from Harvard University.

Charles O. Rossotti

Senior Advisor

Charles O. Rossotti is a Senior Advisor focused primarily on investments in the fields of information technology and business services. He is based in Washington, DC.

Previously, Mr. Rossotti served from 1997 to 2002 as Commissioner of the Internal Revenue Service, the federal agency that serves 175 million taxpayers and employs 100,000 people. As a result of his leadership, the public’s rating of the IRS increased greatly and relationships of trust with Congress, tax professionals and business groups were restored, and the agency’s effectiveness turned around. In 1970, Mr. Rossotti co-founded American Management Systems, Inc. and until 1997 served at various times as President, Chief Executive Officer and Chairman. AMS grew through his tenure, becoming a major international business systems consulting and systems integration firm with revenues of more than $1 billion. AMS clients include Fortune 500 companies and federal, state and local government agencies in North America and Europe. In 1979, AMS was one of the first technology services firms to go public.

Mr. Rossotti is on the Boards of Directors of Coalfire, ECi Software, LDiscovery and Novetta (all Carlyle portfolio companies), and Booz Allen Hamilton and Quorum Management Solutions (both former Carlyle portfolio companies). In addition, he currently serves on the Board of Directors of AES Corporation, a publicly-owned global electric power company.

In addition to his business activities, Mr. Rossotti serves on the Boards of Capital Partners for Education and the Comptroller General’s Advisory Committee of the Government Accountability Office (GAO). In 2005, he served as a member of President Bush’s advisory panel on reform of the income tax.

Mr. Rossotti is the author of “Many Unhappy Returns” (Harvard Business School Press 2005), a book about his experience turning around the IRS.

Mr. Rossotti earned his A.B. in economics, magna cum laude, from Georgetown University and his M.B.A., with high distinction, from Harvard Business School. In 1970, he received the Distinguished Civilian Service Medal from the Department of Defense. In 2002, he received the Alexander Hamilton Medal from the Department of Treasury. In 2003, he received an Alumni Achievement Award from Harvard Business School.

Genevieve Sangudi

Senior Advisor

Genevieve Sangudi is an Operating Executive advising on buyout and growth opportunities in Sub-Saharan Africa. She is based in Johannesburg.

Prior to joining Carlyle, Ms. Sangudi was a Partner and Managing Director with Emerging Capital Partners, where she established and managed the firm’s Nigeria operations and played a lead role in deal sourcing, execution and value creation, particularly for companies in the financial services, oil and gas and petrochemicals sectors. Ms. Sangudi also has significant experience in the fast-moving consumer goods sector, having started her career at Procter & Gamble, where she worked on market strategies for numerous global brands.

Ms. Sangudi received an MBA from Columbia Business School, a master’s degree in international affairs from Columbia University School of International and Public Affairs and a BA from Macalester College.

Paddy Spink

Senior Advisor

Mr. Spink has over 40 years of experience in upstream exploration, business development and operations management in every region of the world. Prior to joining Carlyle International Energy Partners, Mr. Spink spent 23 years with Perenco, joining the company in 1987 shortly before the start of its rapid growth into one of the world’s largest private upstream oil and gas companies. During his career with Perenco, Mr. Spink performed a number of roles including head of exploration, general manager of one of Perenco’s largest subsidiaries, and executive board member (before the company was taken private). During his last 15 years with the company, Mr Spink was head of business development, which coincided with the company’s most rapid period of growth. Particular focus was given to the Middle East, Africa, Europe and Latin America.

Before joining Perenco, Mr Spink held positions in exploration and operations departments of a number of E&P companies. After leaving Perenco, Mr. Spink founded a consulting business providing upstream investment advice to a number of clients. In addition to his executive roles, Mr Spink was a non-executive director of Ophir Energy until August 2012, and is currently on the board of Discover Exploration. Mr. Spink graduated in 1973 from the University of Lancaster with an Environmental Sciences degree.

David L. Squier

Operating Executive

David L. Squier is an Operating Executive focused on the aerospace, defense & government services sectors.

He serves as a consultant and board member for several Carlyle portfolio companies, including Dynamic Precision Group, Inc. Forgital Group, Sequa Corporation and StandardAero.

Mr. Squier was formerly President and Chief Executive Officer of Howmet Corporation, a post he held from April 1992 to October 2000. He was associated with Howmet in a number of senior management assignments for more than 20 years. As Chief Executive Officer, he was responsible for the operations of an organization with more than $1 billion in annual sales and 29 manufacturing facilities in five countries. Mr. Squier first joined Howmet in 1971. He served as Plant Manager at the company’s Casting units in Hampton, Virginia and Wichita Falls, Texas, before being named Vice President in charge of Howmet’s refurbishment activities in 1983. He was named Vice President of Product Support Operations in 1984, Senior Vice President of the Product Support Group in 1985, Executive Vice President in 1988 and Chief Operating Officer in 1991. Mr. Squier was a member of the Howmet Board of Directors from 1987 until his retirement in October 2000.

Mr. Squier holds a B.S. in mechanical engineering from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania.

Wilko Stark

Operating Executive

Wilko Stark is an Operating Executive to the Carlyle Europe Partners team. He is focused on supporting initiatives in renewable energy and automotive (e-mobility). He is based in Germany.
 
Mr. Stark is on the supervisory board of Flender and Schaltbau Holding AG on behalf of Carlyle. He is also a supervisory and advisory board member for ZKW (LG electronics), Kromberg & Schubert GmbH CO KG (privately owned) and Altech Advanced Materials AG. Mr. Stark has been a member of the Divisional Board of Management Mercedes-Benz Cars, Purchasing and Supplier Quality from October 2018 until April 2019 where he was responsible for purchasing of production material and the purchased parts quality of the Mercedes Benz Cars and Vans suppliers worldwide. Previously, he headed the Daimler Corporate Strategy and the Strategy and Product Planning of Mercedes-Benz Cars since 2013 and has been additionally responsible for the CASE Division within Mercedes-Benz Cars since May 2017. At this point, he was responsible for the implementation of activities related to Connectivity, Autonomous Driving, Shared & Services and E-Mobility activities at Mercedes-Benz Cars. He started his professional career at the Boston Consulting Group in 1998. In 2007 he moved to Volkswagen AG where he was Head of Product Strategy VW Group and VW Passenger Cars, as well as Head of Products of Seat S.A. In 2012, Mr. Stark joined Daimler AG as responsible for Products & Modules Daimler Trucks. 

Mr. Stark studied mechanical engineering (Dipl.–Ing.) at the University of Stuttgart.

Peter Stoll

Senior Advisor

Peter Stoll is currently a Senior Advisor to the European Real Estate Business. From 2015 until 2023, Peter was a Managing Director and Head of Carlyle's European Real Estate Business, and from 2021 he served as Co-Head of CER Funds I and II. He is based in London.

Prior to joining Carlyle in 2015, Mr. Stoll was a Senior Managing Director at The Blackstone Group Inc. (”Blackstone”) where he spent 12 years building Blackstone’s European real estate business with a focus on acquisitions, dispositions, asset and portfolio management and also serving as Chief Operating Officer. 

Prior to Blackstone, Mr. Stoll worked at several leading investment platforms in Europe, including Carlyle, Morgan Stanley Real Estate Fund and LaSalle Investment Management. 

Mr. Stoll has a B.A. from Dartmouth College and attended the U.S. Military Academy at West Point.

Shiho Takano

Senior Advisor

Shiho Takano started her career as a Marketing Specialist and Manager in Meiji Co., Ltd., Yves Saint Laurent Parfum Co., Ltd, Coca-Cola (Japan) Company, Limited, and Boots MC.  She has extensive experience of strategic planning and new business development. From 2004, she was the President of L’Occitane Japon, where she made the largest sales and profits among the global branches of L’Occitane International S.A. and contributed to its listing in the Hong Kong market.  Concurrently she served as the President of Melvita JAPON K.K. and Le Convent Des Minimes Japon Co., Ltd.

She is currently the President of her company, Etoile Ltd. She is also a board member of Fujita Kanko Inc., Tokiwa Corporation., AOI TYO Holdings Inc., UNITED ARROWS LTD. and the Japan Basketball Association. In the past, she was a board member of Morinaga & Co., Ltd.(from 2018 to June, 2022).

Anshul Thakral

Operating Executive

Anshul Thakral is an Operating Executive focused on the healthcare sector. 

Mr. Thakral has over 20 years of experience in the pharmaceutical and biotech industries as a general manager, management consultant, commercial leader and entrepreneur. Most recently, he served as Chief Commercial Officer and Executive Vice President of Peri- and Post-Approval Services at PPD. He started his career at PPD as Global Head of PPD Biotech, and under his leadership, PPD became a market leader for CRO services in the Biotech segment.  

Before PPD, Mr. Thakral ran the global life sciences business unit at Gerson Lehrman Group (GLG), where he created a customer business model to serve the pharmaceutical and biotechnology industries. Prior to GLG, he worked at McKinsey & Company, where he was an associate principal in the healthcare practice, counseling senior management and CEOs of global pharmaceutical and biotechnology companies.

Mr. Thakral currently serves on the Board of Directors of Carlyle portfolio companies TriNetX and Saama Technologies.

Mr. Thakral earned his B.S and M.S.E in Biomedical Engineering from Johns Hopkins University and his MBA from the Wharton School at the University of Pennsylvania.

Gijs van Engelen

Senior Advisor

Gijs van Engelen is a Senior Advisor to the Carlyle Europe Partners team focused on developing omnichannel and digitalization strategies within the portfolio. 

In recent years, Mr. van Engelen supported the CEP team through board directorships at portfolio companies such as Golden Goose and Codorniu, and advised on M&A transactions. 

In addition to his Carlyle advisory role, Mr. van Engelen is Chief Digital Officer and a member of the Executive Board of Hunkemöller International bv. Having joined Hunkemöller in 2013 as Global Omni-Channel Director, Mr. van Engelen is part of the leadership team that has transformed Hunkemöller from a high street retailer into a globally-recognized and best-in-class omnichannel retailer.

He holds a BA in e-commerce and previously held several senior e-commerce positions at Dell Emea.

Ed Vilandrie

Operating Executive

Ed Vilandrie is an Operating Executive for Carlyle’s Infrastructure Group. He is based in New York.

Vilandrie most recently served as Co-Founder and Managing Partner of Altman Vilandrie & Company (now Altman Solon following a July 2020 merger with European partner Solon Management Consulting), which has been widely known as one of the leading telecommunications, media, and technology-focused strategy consulting firms globally. Vilandrie has advised many c-suite and senior TMT executives and investors within the digital infrastructure industry from a strategic, go-to-market, M&A, and business model perspective. Prior to Altman Vilandrie, he served as vice president at Cambridge Strategic Management Group.

Vilandrie holds a Bachelor of Science degree in Applied Mathematics-Economics from Brown University and currently serves on several external boards including Wyyerd, Fusion Connect and Involta Data Centers.

Claudius (Bud) E. Watts IV

Senior Advisor

Claudius E. Watts IV (“Bud”) is a Senior Advisor focused on software, software enabled services, semiconductors and electronic systems. Mr. Watts established the firm’s Technology Buyout Group in 2004 and led it until 2014.

Mr. Watts led Carlyle’s investments in technology companies CommScope (NASDAQ: COMM), SS&C Technologies (NASDAQ: SSNC), Open Link Financial, Open Solutions, Jazz Semiconductor, and Freescale Semiconductor (NYSE: FSL), as well as aerospace companies Firth Rixson, Sippican, and CPU Technology.

Prior to joining Carlyle in 2000, Mr. Watts was a Managing Director in the M&A group of First Union Securities, Inc. He joined First Union Securities when First Union acquired Bowles Hollowell Conner & Co., where Mr. Watts was a principal and advised Carlyle on several transactions. Prior to joining Bowles Hollowell, Mr. Watts was a fighter pilot in the U.S. Air Force. During his service, he was qualified as an instructor pilot in both the F-16 and A-10 aircraft and served in a number of leadership and operations management positions in the United States and abroad.

Mr. Watts earned a B.S. in electrical engineering cum laude from The Citadel in Charleston, South Carolina, and an M.B.A. from the Harvard Graduate School of Business Administration.

Mr. Watts currently serves as the Independent Lead Director on the Board of CommScope (NASDAQ: COMM) and as Chairman of the Board of Carolina Financial Corporation (NASDAQ: CARO).

In addition to his business activities, Mr. Watts serves as the Chairman of the Board of both The Citadel Foundation and The Citadel Trust and serves on the boards of the Roper St. Francis Foundation and Belle W. Baruch Foundation.

Dr. Stefan Weingartner

Operating Executive

Dr. Stefan Weingartner is an Operating Executive focused on the aerospace, defense and government services sectors.

He serves at the Boards of Forgital Group, Italy; Sequa Corporation, Florida and StandardAero, Arizona.

Throughout his career Mr. Weingartner has transformed aircraft engine and systems businesses into high-performance market leaders. Prior to his appointment to the Sequa Board of Directors in 2015, Weingartner was President of MTU Maintenance, a leadership role he held for eight years. He was instrumental in leading the organization to profitable growth, in addition to other significant business and technical achievements. During this time he also was a member of the Executive Board of MTU Aero Engines AG, an MDAX-listed (MTX) company.

Weingartner held the role of Senior Vice President, Defense Programs, at MTU Aero Engines GmbH. Prior to that, he served as Managing Director for MTU Turbomeca Rolls-Royce GmbH. Weingartner previously was President and Managing Director at EADS Japan Co. Ltd. (now Airbus Group), and held leadership roles with other aerospace companies, including Daimler Chrysler Aerospace in Japan.

Weingartner holds a master’s degree in physics from Munich Technical University, an MBA from Edinburgh Business School, and a Doctorate in Engineering from the Munich Technical University. He is a past Board member of the German Aerospace Industries Association and American Chamber of Commerce in Germany.

Dr. Daniel Yergin

Senior Advisor

Dr. Daniel Yergin is a Senior Advisor advising Carlyle on a range of issues including geopolitical developments, economic conditions and trends in the global energy sector.

Dr. Yergin is Vice Chairman of IHS, one of the world’s largest research and information companies, with 9000 employees, and founder of Cambridge Energy Research Associates, which became part of IHS in 2004. He is a director of the Council on Foreign Relations and a trustee of the Brookings Institution. He is a member of the National Petroleum Council and a director of the United States Energy Association and the New America Foundation. He serves on the Advisory Boards of the Massachusetts Institute of Technology Energy Initiative and the Columbia University Center on Global Energy Policy and on Singapore’s International Energy Advisory Panel.

Dr. Yergin is the author of several bestsellers: The Prize: the Epic Quest for Oil Money and Power, which won the Pulitzer Prize; The Quest: Energy, Security, and the Remaking of the Modern World; and Commanding Heights: The Battle for the World Economy.

Dr. Yergin earned his bachelor’s degree from Yale University and his Ph.D. from Cambridge University, where he was a Marshall Scholar.

Luca Zacchetti

Operating Executive

Luca Zacchetti is an Operating Executive to the Carlyle Europe Partners team. He is focused on the aerospace and defence, oil & gas and industrial, and automotive sectors. Mr. Zacchetti has broad experience with B2B businesses with complex technology and supply chains. He is based in Milan.

Previously, Mr. Zacchetti was CEO at Tecnoforge Group, a Carlyle portfolio company and a worldwide leading maufacturer of components for the oil & gas industry; at Avio, a former Carlyle portfolio company and worldwide leading engineer and manufacturer of critical components for aero engines; at Rhiag Group, a pan-European leading distributor of automotive aftermarket parts; and at Forgital Group, a Carlyle portfolio company and worldwide leading component manufacturer for aero engines and industrial applications. Mr. Zacchetti serves as Chairman of Forgital Group and FarmFront Group. He also served as non-executive director of several other B2B businesses. Mr. Zacchetti holds a business administration degree from the University of Pavia with a dissertation on the application of econometric models in the economic theory of Franco Modigliani.

David Zwiener

Operating Executive

David Zwiener is an Operating Executive focused on the global financial services sector. He is based in New York.

Previously, Mr. Zwiener was interim Chief Executive Officer at PartnerRe since 2015 and a member of the company’s board since 2010. Prior to his role as interim Chief Executive Officer, Mr. Zwiener was a Principal at Dowling Capital Partners. He previously served as Senior Executive Vice President and Chief Financial Officer at Wachovia Corporation. From 2007 to 2008, he was a Managing Director and Co-Head of Carlyle’s Financial Institutions Group. He also served as President of Property Casualty Operations, as well as Chief Financial Officer at The Hartford Financial Services Group.

Mr. Zwiener is currently a member of the Board of VOYA Financial and Chairman of the Audit Committee. He is also a member of the Board of Directors of former Carlyle portfolio company Bank of N.T. Butterfield & Son Ltd.

Mr. Zwiener earned his bachelor’s degree from Duke University and his MBA from Northwestern University’s Kellogg School of Management.

Directory

Name Title Location Industry Business Segment
Paul Brady Managing Director and Partner Los Angeles, CA U.S. Real Estate Global Private Equity
Christopher Fogle Carlyle Property Investors Portfolio Manager Washington, DC U.S. Real Estate Global Private Equity
Christopher Lippman Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity
Barbara Murphy Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity
Brian Nelsen Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity
Jade Newburn Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity
Edward Samek Managing Director and Partner Los Angeles, CA U.S. Real Estate Global Private Equity
Mark Schoenfeld Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity
Robert Stuckey Head of U.S. Real Estate Washington, DC U.S. Real Estate Global Private Equity
James Williams Managing Director and Partner Washington, DC U.S. Real Estate Global Private Equity