
Harvey Schwartz
American investment banker (born 1964)
Harvey M. Schwartz (born March 11, 1964) is an American investment banker and business executive who has been chief executive officer (CEO) of The Carlyle Group, the world's sixth-largest private equity firm, since February 2023. He worked at Goldman Sachs from 1997 to 2018, rising through the position of chief financial officer to that of president and co-chief operating officer.2
From Wikipedia’s article on Harvey Schwartz (this version), CC BY-SA 4.0.
Companies
- Carlyle GroupBoard member Feb 17, 2023 to now8
- Carlyle GroupChief executive officer Feb 15, 2023 to now9
- SoFiBoard member Jun 2, 2021 to Aug 14, 202410
- Goldman SachsChief operating officer Jan 20, 2017 to Dec 29, 201711
- Goldman SachsPresident Jan 20, 2017 to Dec 29, 201711
- Goldman SachsChief financial officer Feb 1, 2013 to Jan 26, 201712
Holdings
Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.
Shares held
Carlyle Group CG5,273,362 shares13$191.7M at $36.35Aug 26, 2026
SoFi SOFI361,289 shares14$5.2M at $14.38May 21, 2024
As of each latest filing. The line shows shares held over time.
Recent filings
- Aug 26, 2026Granted 19,240 shares of Carlyle Group13
- May 28, 2026Granted 20,743 shares of Carlyle Group15
- Feb 20, 2026Granted 17,457 shares of Carlyle Group16
- Feb 14, 2026Shares withheld for tax 134,812 shares at $54.49 of Carlyle Group17
- Feb 1, 2026Shares withheld for tax 578,862 shares at $58.78 of Carlyle Group18
- Dec 15, 2025Shares withheld for tax 310,696 shares at $58.35 of Carlyle Group19
- Nov 19, 2025Granted 28,519 shares of Carlyle Group20
- Aug 28, 2025Granted 22,884 shares of Carlyle Group21
- May 27, 2025Granted 31,709 shares of Carlyle Group22
- Feb 28, 2025Granted 29,151 shares of Carlyle Group23
- Feb 14, 2025Shares withheld for tax 134,812 shares at $51.03 of Carlyle Group24
- Feb 1, 2025Shares withheld for tax 563,583 shares at $56.16 of Carlyle Group25
- Dec 15, 2024Shares withheld for tax 302,515 shares at $52.64 of Carlyle Group26
- Nov 25, 2024Granted 36,555 shares of Carlyle Group27
- Aug 26, 2024Granted 49,508 shares of Carlyle Group28
- May 21, 2024Granted 44,052 shares of Carlyle Group29
- May 21, 2024Exercised options 26,249 shares of SoFi14
- May 1, 2024Shares withheld for tax 550,704 shares at $44.80 of Carlyle Group30
- Mar 1, 2024Granted 50,131 shares of Carlyle Group31
- Feb 14, 2024Granted 731,351 shares of Carlyle Group32
- Dec 15, 2023Sold 295,358 shares at $41.74 of Carlyle Group33
- Nov 29, 2023Granted 70,896 shares of Carlyle Group34
- Aug 23, 2023Granted 80,717 shares of Carlyle Group35
- Jun 14, 2023Exercised options 35,974 shares of SoFi36
- May 23, 2023Granted 85,723 shares of Carlyle Group37
Early life and education
Schwartz was born in Morristown, New Jersey. His father was a scientist. He graduated with a bachelor's degree in economics from Rutgers University in 1987. In 1996, he received his MBA from Columbia Business School.
From Wikipedia’s article on Harvey Schwartz (this version), CC BY-SA 4.0.
Career
- Since 2023Chief executive, Carlyle Group5
- Date not recordedWorked at Goldman Sachs4
- Date not recordedChief operating officer6
- Date not recordedPresident6
Schwartz began his career in 1987 at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, Schwartz joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
Schwartz joined Goldman Sachs in 1997 as a vice president in its commodities trading business, J. Aron & Co., which the investment bank had previously acquired in 1981. At Goldman Sachs, he held senior executive leadership roles overseeing sales and trading, finance, technology and operations. He was the firm's chief financial officer beginning in 2012, and then president and co-COO starting in 2016, with David M. Solomon being the other co-COO. Schwartz departed Goldman Sachs in 2018, and shortly afterward Solomon was designated as the successor to outgoing CEO Lloyd Blankfein.
Schwartz joined the board of directors of SoFi Technologies as the company became public in early 2021 and later stepped down in 2024. In November 2021, Schwartz assumed the role of group chairperson and non-executive director of The Bank of London. The Bank of London is a privately held global company with a $1.1bn valuation, which provides clearing, agency, and transaction banking services. In October 2024, he left these roles at the bank. Schwartz sits on the board of One Mind, a research and mental health advocacy nonprofit organization.
Schwartz supported Democratic presidential candidate Joseph Biden in the 2020 U.S. presidential election by contributing at least $100,000 to the Biden Action Fund.
Schwartz became CEO of the Carlyle Group on February 15, 2023. He was appointed to the position by the firm's board of directors following a six-month search.
In 2023, Schwartz's total compensation from the Carlyle Group was $187 million, representing a CEO-to-median worker pay ratio of 813-to-1 for the company, as well as making Schwartz the second highest paid CEO in the US that year.
From Wikipedia’s article on Harvey Schwartz (this version), CC BY-SA 4.0.
Personal life
- CitizenshipUnited States7
Links
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataHarvey Schwartz on Wikidata
- 2WikipediaHarvey Schwartz on Wikipedia
- 3
- 4
- 5
- 6
- 7
- 8SEC EDGARCarlyle Group, Board member
- 9Wikidata and SEC EDGARCarlyle Group, Chief executive officer
- 10SEC EDGARSoFi, Board member
- 11
- 12
- 13
- 14
- 15SEC EDGARForm 4 filed May 29, 2026
- 16SEC EDGARForm 4 filed Feb 20, 2026
- 17SEC EDGARForm 4 filed Feb 17, 2026
- 18SEC EDGARForm 4 filed Feb 3, 2026
- 19SEC EDGARForm 4 filed Dec 17, 2025
- 20SEC EDGARForm 4 filed Nov 21, 2025
- 21SEC EDGARForm 4 filed Aug 29, 2025
- 22SEC EDGARForm 4 filed May 29, 2025
- 23SEC EDGARForm 4 filed Feb 28, 2025
- 24SEC EDGARForm 4 filed Feb 14, 2025
- 25SEC EDGARForm 4 filed Feb 4, 2025
- 26SEC EDGARForm 4 filed Dec 17, 2024
- 27SEC EDGARForm 4 filed Nov 26, 2024
- 28SEC EDGARForm 4 filed Aug 28, 2024
- 29SEC EDGARForm 4 filed May 23, 2024
- 30SEC EDGARForm 4 filed May 3, 2024
- 31SEC EDGARForm 4 filed Mar 5, 2024
- 32SEC EDGARForm 4 filed Feb 16, 2024
- 33SEC EDGARForm 4 filed Dec 19, 2023
- 34SEC EDGARForm 4 filed Dec 1, 2023
- 35SEC EDGARForm 4 filed Aug 25, 2023
- 36SEC EDGARForm 4 filed Jun 16, 2023
- 37SEC EDGARForm 4 filed May 25, 2023
- 38Wikimedia CommonsHarvey Schwartz photo by Phurleyusa, CC BY-SA 4.0