Photo of Kevin Whelan

Kevin Whelan

Managing Director and Chief Financial Officer

Kevin oversees the firm's financial operations, reporting & accounting and leads its team of finance professionals.

Prior to joining Charlesbank, Kevin was the CFO and Managing Director at Beacon Capital Partners, a Boston-based real estate private equity firm that he joined in 2007. Before that he spent five years on the finance team at Bain Capital, as Corporate Controller and then CFO of Bain Capital’s global macro hedge fund, Absolute Return Capital. Earlier in his career he held finance and accounting roles at CCBN (a web-based communications service firm), Wellington Management Company and The Boston Consulting Group. He began his career at Arthur Andersen, where he earned his CPA.

Education & Credentials

University of Notre Dame – BBA in Accounting
CFA Charterholder

Personal

Kevin lives in Medfield, MA, with his wife and three children. In his free time, he enjoys running, golf and cheering on the Notre Dame Fighting Irish.