CHARTER OAK ADVISORS LP of NEW YORK, NY is an SEC-registered investment adviser (CRD 328387). Regulatory assets under management: $403.9M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Nancy Jacobson Paley | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| Heath L Watkin | MANAGING PARTNER; MEMBER | — |
| Alan J Cook | TRUSTEE | — |
| Michael S Veetal | CHIEF FINANCIAL OFFICER | — |
| Bradford C Walker | MANAGING PARTNER; MEMBER | — |
| COOK JOHN J | TRUSTEE | — |
| WALKER JEFFERY C | MANAGING PARTNER; MEMBER; OWNER | — |
| PALEY NANCY JACOBSON | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| WATKIN HEATH L | MANAGING PARTNER; MEMBER; OWNER | — |