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Kevin Whelan

Investor

Managing Director and Chief Financial Officer at Charlesbank Capital Partners

Medfield, Massachusetts, United States

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About

Kevin Whelan is Chief Financial Officer and Managing Director at Charlesbank Capital Partners, where he oversees financial operations including reporting, accounting and the finance team. He previously served as CFO and Managing Director at Beacon Capital Partners, which he joined in 2007, and spent five years at Bain Capital as Corporate Controller and later CFO of its Absolute Return Capital hedge fund, following earlier finance roles at CCBN, Wellington Management Company, The Boston Consulting Group and Arthur Andersen. Whelan holds a BBA in Accounting from the University of Notre Dame and is a CPA and CFA Charterholder.

Experience

  1. Charlesbank Capital PartnersChief Financial Officercurrent2022 — presentBoston, Massachusetts, United States
  2. Charlesbank Capital PartnersManaging Director, Chief Financial Officercurrent2022 — presentBoston, Massachusetts, United States
  3. Beacon Capital PartnersChief Financial Officer2007 — 2022
  4. Absolute Return Capital (Bain Capital)Chief Financial Officer2006 — 2007
  5. Bain CapitalCorporate Controller2002 — 2005
  6. CCBNController2000 — 2002Boston
  7. Wellington ManagementVice President1999 — 2000Boston
  8. The Boston Consulting GroupFinancial Controls Supervisor1994 — 1999
  9. Arthur Andersen & Co.Senior Associate Auditor1991 — 1994Boston

Colleagues at Charlesbank Capital Partners

Adam Bechler
Vice President at Charlesbank Capital Partners
Adit Goel
Analyst at Charlesbank Capital Partners
Alan Gu
Senior Associate at Charlesbank Capital Partners
Alex Wang
Vice President, Portfolio Resources at Charlesbank Capital Partners
Anders Ode
Associate at Charlesbank Capital Partners
Andrew Jackman
Vice President at Charlesbank Capital Partners
Andrew Janower
Managing Director at Charlesbank Capital Partners
Angelica Veronis
Analyst at Charlesbank Capital Partners

Frequently asked questions

Who is Kevin Whelan?
Kevin Whelan is Chief Financial Officer and Managing Director at Charlesbank Capital Partners, where he oversees financial operations including reporting, accounting and the finance team. He previously served as CFO and Managing Director at Beacon Capital Partners, which he joined in 2007, and spent five years at Bain Capital as Corporate Controller and later CFO of its Absolute Return Capital hedge fund, following earlier finance roles at CCBN, Wellington Management Company, The Boston Consulting Group and Arthur Andersen. Whelan holds a BBA in Accounting from the University of Notre Dame and is a CPA and CFA Charterholder.
Where does Kevin Whelan work?
Kevin Whelan is Managing Director and Chief Financial Officer at Charlesbank Capital Partners.
Where did Kevin Whelan go to school?
Kevin Whelan studied at University of Notre Dame (BBA, Accounting).

Same school

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