Leadership

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. Mr. Schwartz serves on the board of 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.

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, Mr. Andrews 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.

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 a $63 billion AUM (per Q4 2022) and investment professionals in New York, San Francisco, London, Amsterdam, and Hong Kong. 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 425+ investors worldwide. Based in New York, Ms. Bagijn 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 Financial Markets DEI in Asset Management Program, designed to improve diversity and promote an inclusive culture within asset management institutions for women and Black Indigenous People of Color (BIPOC). 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. Ms. Bagijn received an MSc in economics from Erasmus University Rotterdam, is a CFA charterholder, and serves as a member of the Netherland-America Foundation (NAF), which supports high-impact exchange between the two countries.

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.

Brian A. Bernasek is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle, which has over $70 billion in assets under management as of Q1 2024, with diversified investments spanning industries, geographies, and strategies. He also serves on several firm investment committees. He is based in Washington, DC. 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 is a Managing Director and Head of Private Wealth Strategy 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.

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.

Daniel Harris is a Partner and leads Carlyle’s Shareholder 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.

Sandra Horbach is a Partner and the Chair of Americas Corporate Private Equity at Carlyle, based in New York. In this role, she serves on the investment committees of Carlyle’s US Corporate Private Equity (CPE) funds, supports the management of new and existing investments, provides valuable advice and insights to the CPE teams, and helps drive several of the firm's strategic growth initiatives. 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 is a Managing Director and Head of Global Credit based in New York. He is also a member of Carlyle's Leadership Committee. 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.

Lindsay LoBue is Chief Operating Officer of Carlyle. 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 from October 2023 to June 2024. 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.

Heather Mitchell is a Partner, Managing Director and Carlyle’s Chief Risk Officer, chairing the firm's Risk Committee. She is also global General Counsel for Investments and Head of the firm’s EMEA region. She is based in London. She is also a member of Carlyle's Leadership and Operating Committees. In November 2020, Ms. Mitchell was included in the Financial News’ list of 50 Most Influential in European Private Equity. In 2019, and again in 2020, 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 and 2019 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. 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 Carlyle, 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.

Jeff Nedelman is Global Head of Client Business 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 private 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 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.

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 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 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.

Admiral James Stavridis, USN, Ret, is Vice Chair, Global Affairs and a Managing Director 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 contributing editor at TIME magazine, 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.

Jason Thomas is a Managing Director and 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.

Michael Wand is Head of Europe Private Equity where he oversees the firm’s Corporate Private Equity platform in the region: Carlyle Europe Technology Partners and Carlyle Europe Partners. He is based in London. Mr. Wand has led numerous technology investments, notably P&I AG, FRS Global, UC4/Automic, Foundry, eggplant and Dept, and advised on a dozen completed realizations. Mr. Wand is currently a member of the Boards of Directors of Shopware, SER Group, HSO, Dept, Jagex, Disguise, LiveU and Incubeta. In addition, Mr. Wand is Co-Head of Europe Private Equity, sitting on Carlyle’s European Private Equity Executive Committee which was formed in 2022 to drive deeper collaboration across all the firm’s Corporate Private Equity activities in the region. Prior to joining Carlyle in 2001, Mr. Wand worked for approximately 10 years in investment banking, the last seven years of which were in the technology sector. As a Managing Director, he was responsible for the European software and Internet research team at Deutsche Bank in London. Prior to that, he worked as a European Software Analyst for Paribas in London and BHF-Bank in Frankfurt, Germany. During his banking career, Mr. Wand was the underwriting analyst for European technology innovators such as SAP, Autonomy, SurfControl, Utimaco and nCipher.

Stephen H. Wise is a Partner and Co-Head of Americas Corporate Private Equity at Carlyle. He is based in New York. Since joining Carlyle in 2006, Carlyle’s Healthcare team has invested nearly $20 billion of equity in healthcare companies around the world. Mr. Wise has led or been a key contributor to several Carlyle investments including CorroHealth, a business service provider for healthcare companies, Curia, a contract research and drug manufacturing organization, Medline, a leading global branded medical products manufacturer with a wholly-owned vertically integrated distribution network, MedRisk, a physical therapy-focused workers’ compensation solutions company, Millicent Pharma, a pharmaceutical company, MultiPlan, a scaled independent preferred provider organization, QuidelOrtho, a global provider of in vitro diagnostic solutions for screening, diagnosing, monitoring and confirming diseases, Pharmaceutical Product Development (PPD), a global contract research organization, Rede D’Or São Luiz, a hospital provider in Brazil, Resonetics, a leading contract development and manufacturing organization specializing in complex micro-manufacturing of components for medical device original equipment manufacturers, Sedgwick, a global multiline claims management firm, TriNetX, a global health research network optimizing clinical research, Unchained Labs, a global life science tools company, and WellDyneRx, an independent pharmacy benefit manager. Mr. Wise also led Carlyle’s broader life sciences efforts, including the acquisition of Abingworth. Prior to joining Carlyle, Mr. Wise worked with JLL Partners, a New York-based private equity firm, where he focused on health care-related investments. Previously, he worked with J.W. Childs Associates, a Boston-based private equity firm, and prior to that, in the leveraged finance group of Credit Suisse. Mr. Wise serves as a director on the boards of Curia, Launch Therapeutics, Medline, Resonetics, and Sedgwick. Mr. Wise also serves on the advisory board for the Massachusetts General Hospital Center for Global Health. Mr. Wise earned a bachelor’s degree in economics and finance from Bucknell University and received his master’s in business administration from Harvard Business School.