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Charter Oak Advisors
Charter Oak is an opportunistic, concentrated, value-oriented investment firm. It seeks to deliver superior risk-adjusted returns through a long-term and...
Charter Oak Advisors
Charter Oak is an opportunistic, concentrated, value-oriented investment firm. It seeks to deliver superior risk-adjusted returns through a long-term and flexible investment mandate. The firm is employee-owned and based in New York, NY, and pursues asymmetric opportunities spanning public markets.
General information
Firm type
Generalist
Year founded
2005
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Heath Watkin — Managing Partner/Portfolio Manager
Nancy Jacobson Paley — Founding Partner / Chief Operating Officer
Keith Lin — Partner / Managing Director
Alistair Meadows — Partner / Managing Director
Paul Cho — Partner / Managing Director
Michael Veetal — Partner / Chief Financial Officer
Timothy R. Barakett — Advisor
Frequently asked questions
Who runs investment decisions at Charter Oak Advisors?
No named principals, portfolio managers, or investment committee members have been identified in public records. The firm's website does not list a management team, and no executive profiles are maintained on professional networks under the Charter Oak Advisors name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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