Harvey Schwartz – The Visionary CEO Leading The Carlyle Group to Global Excellence

Harvey M. Schwartz is a renowned American businessman and financial leader, best known for his role as the Chief Executive Officer of The Carlyle Group, one of the world’s largest and most diversified investment firms. Born in 1964 in Morristown, New Jersey, United States, Harvey Schwartz stands as a symbol of strategic excellence, leadership discipline, and resilience in the global financial industry.
At 61 years of age, Schwartz has built a remarkable career spanning more than three decades, transforming organisations through innovation, performance, and an unwavering commitment to people and purpose. His journey from humble beginnings to the highest echelons of global finance demonstrates not only professional mastery but also personal integrity and a passion for societal impact.
Early Life and Education
Harvey Schwartz was born and raised in Morristown, New Jersey, where he experienced a modest upbringing that instilled in him determination and a strong work ethic. He later pursued higher education with the same zeal that has since defined his career. Schwartz earned his Bachelor of Arts in Economics from Rutgers University, one of the most respected public universities in the United States.
His academic excellence and ambition led him to Columbia Business School, where he completed his Master of Business Administration (MBA). His educational background in economics and business laid the foundation for his analytical mindset, strategic decision-making, and leadership in complex financial environments.
Over the years, he has maintained a strong relationship with his alma mater. Harvey Schwartz continues to serve on the Rutgers University Board of Governors and has been honoured as a member of the Hall of Distinguished Alumni for his outstanding contributions to business and education.
Professional Journey and Career Growth
Early Career at Citi
Harvey Schwartz began his professional career at Citi (Citigroup) in 1989, where he worked as a Vice President for nearly eight years. During this time, he gained valuable experience in credit training and structuring commodity derivatives. His years at Citi helped him develop a deep understanding of financial markets, risk management, and investment strategies—skills that would become crucial as his career advanced.
Two Decades of Excellence at Goldman Sachs
In 1997, Schwartz joined Goldman Sachs, marking the beginning of a remarkable 21-year journey that would establish him as one of Wall Street’s most respected figures. His time at Goldman Sachs was defined by hard work, strategic leadership, and continuous advancement through multiple senior positions.
He served in key leadership roles including:
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Chief Financial Officer (CFO)
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Global Co-Head of the Securities Division
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President and Co-Chief Operating Officer
As President and Co-COO, Harvey Schwartz was instrumental in driving global growth, managing operations across multiple markets, and guiding the firm through periods of economic uncertainty. His tenure at Goldman Sachs was distinguished by innovation, disciplined risk management, and a people-first leadership approach that earned him respect from colleagues and competitors alike.
Chief Executive Officer at The Carlyle Group
In February 2023, Harvey Schwartz took on his most prominent role yet — Chief Executive Officer of The Carlyle Group, one of the world’s leading private equity and global investment firms. The Carlyle Group, headquartered in Washington, D.C., manages hundreds of billions of dollars in assets across diverse industries, making it one of the most influential firms in global finance.
As CEO, Schwartz’s mission is clear: to drive long-term value for investors, companies, shareholders, employees, and communities. He is known for his strategic foresight, disciplined execution, and ability to lead with empathy and purpose. Under his leadership, Carlyle continues to strengthen its position as a global powerhouse in private equity and asset management.
Speaking at the Semafor 2025 World Economy Summit in Washington, DC, on April 24, 2025, Schwartz highlighted the importance of global collaboration, responsible investing, and building resilience in a rapidly evolving world economy. His presence at such major economic events underscores his status as a leading voice in international finance.
Leadership Style and Vision
Harvey Schwartz is widely recognised for his transformational leadership style. He combines strategic precision with a genuine focus on people, culture, and mental well-being. His leadership philosophy is rooted in collaboration, accountability, and creating value that extends beyond financial returns.
As he once shared, being the CEO of Carlyle is a “privilege” and a “responsibility to drive enduring success for all stakeholders.” Schwartz is deeply committed to responsible investment, sustainability, and fostering inclusive growth across the organisation.
He believes that great leadership is not about authority but about empowerment — enabling teams to thrive, innovate, and make a meaningful difference.
Philanthropy and Advocacy
Beyond corporate leadership, Harvey Schwartz dedicates significant time to philanthropic and social causes. He is actively involved in mental health advocacy and leadership development initiatives, especially those that empower women and young professionals entering the world of finance.
Schwartz serves on the Board of Directors of One Mind, a leading mental health non-profit organisation that advances research, awareness, and support for mental wellness globally. His involvement reflects both personal empathy and a belief that mental health is an essential foundation for human performance and long-term success.
Through his mentoring and community engagement, he has become a role model for emerging leaders who aspire to combine business excellence with social responsibility.
Personal Life and Interests
Harvey Schwartz leads a balanced life that extends beyond boardrooms and business discussions. He is in a long-term partnership with Annie Hubbard, and together they share a commitment to personal growth, philanthropy, and wellness.
Despite the high demands of his profession, Schwartz is known for maintaining humility, discipline, and a reflective nature. His interest in mental health advocacy stems in part from personal experiences in his family, making his contributions deeply meaningful and authentic.
Achievements and Recognition
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CEO, The Carlyle Group (2023–Present)
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President and Co-COO, Goldman Sachs (1997–2018)
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Vice President, Citi (1989–1997)
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Board of Governors, Rutgers University
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Board Member, One Mind
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Inductee, Rutgers Hall of Distinguished Alumni
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Top Voice in Business Leadership recognised on professional platforms
Schwartz’s impact is not measured only in financial metrics but also in the strength of the teams he builds, the ethical standards he upholds, and the culture of excellence he fosters wherever he leads.
Harvey Schwartz’s Contribution to Global Finance
Under Harvey Schwartz’s stewardship, The Carlyle Group has continued to expand its global presence, reinforcing its reputation for disciplined investing, sustainable growth, and responsible capitalism. His leadership brings together strategic clarity, operational expertise, and a human touch—qualities that distinguish him in a competitive industry often dominated by numbers rather than values.
Schwartz’s career also represents the evolution of modern leadership in finance — one that merges analytical rigour with emotional intelligence. By promoting inclusion, mental wellness, and mentorship, he exemplifies a new generation of leaders redefining what success means in the twenty-first century.
Final Thoughts
Harvey Schwartz’s story is one of resilience, leadership, and purpose. From his beginnings in New Jersey to leading one of the most powerful financial firms in the world, he embodies the principles of hard work, vision, and integrity.
As CEO of The Carlyle Group, he continues to shape the future of global investing with a steadfast focus on innovation, sustainability, and people-centred growth. His legacy will not only be measured by financial achievements but by the positive impact he leaves on individuals, institutions, and the broader business world.
In every sense, Harvey Schwartz stands as a symbol of modern leadership — intelligent, compassionate, and purpose-driven — a true inspiration for today’s and tomorrow’s business leaders.
FAQs
1. Who is Harvey Schwartz?
Harvey M. Schwartz is an American businessman and financial executive. He is currently the Chief Executive Officer (CEO) of The Carlyle Group, one of the world’s largest and most diversified investment firms. Previously, he served as President and Co-Chief Operating Officer at Goldman Sachs.
2. How old is Harvey Schwartz?
Harvey Schwartz was born in 1964 in Morristown, New Jersey, United States. As of 2025, he is 61 years old.
3. Who is Harvey Schwartz’s partner or wife?
Harvey Schwartz’s partner is Annie Hubbard. The couple maintains a relatively private personal life, focusing on philanthropy, mental health advocacy, and leadership development initiatives.
4. What is Harvey Schwartz’s educational background?
He earned his Bachelor of Arts in Economics from Rutgers University and later completed his MBA at Columbia Business School. He now serves on the Rutgers University Board of Governors and is a member of the Hall of Distinguished Alumni.
5. What companies has Harvey Schwartz worked for?
Before joining The Carlyle Group in 2023, Harvey Schwartz spent over two decades at Goldman Sachs in senior leadership roles including CFO and Co-COO. Earlier in his career, he worked at Citigroup (Citi) as Vice President in the finance division.