Charter Oak Partners
Industry: Capital market company
DescriptionHeadquarters: Westport, CT Founded: 2006
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Charter Oak Partners Employees
Employee
Years
Job
Industry
Deb Bramlett Deb Bramlett's Charter Oak Partners Experience November 1995 - November 2003
Job Development Coordinator at McLeod Health/Children's Hospital
Industry Marketing and Advertising
Experience
McLeod Health/Children's Hospital February 2010 - Present
CBL & Associates Properties, Inc. October 2005 - March 2009
Medieval Times Dinner and Tournament February 2004 - October 2005
Charter Oak Partners November 1995 - November 2003
McCurdy & Company Inc. August 1980 - December 1994
Education
Monroe Community College 1976 — 1979
AAS, Retail Business Management
McLeod Health/Children's Hospital February 2010 - Present
CBL & Associates Properties, Inc. October 2005 - March 2009
Medieval Times Dinner and Tournament February 2004 - October 2005
Charter Oak Partners November 1995 - November 2003
McCurdy & Company Inc. August 1980 - December 1994
Education
Monroe Community College 1976 — 1979
AAS, Retail Business Management
Lisa Cartwright Lisa Cartwright's Charter Oak Partners Experience 2004 - 2005
Job Associate Director of US Equity Research, JP Morgan
Industry Investment Banking
Experience
JP Morgan Chase March 2010 - Present
Charter Oak Partners 2004 - 2005
Citigroup 2000 - 2004
JP Morgan Chase 1998 - 2000
Salomon Smith Barney October 1995 - October 1997
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Accounting and Finance
The University of Texas at Austin 1984 — 1988
BFA, Studio Art, Art History
JP Morgan Chase March 2010 - Present
Charter Oak Partners 2004 - 2005
Citigroup 2000 - 2004
JP Morgan Chase 1998 - 2000
Salomon Smith Barney October 1995 - October 1997
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Accounting and Finance
The University of Texas at Austin 1984 — 1988
BFA, Studio Art, Art History
James F. Elliman JR, CSM James F. Elliman JR, CSM's Charter Oak Partners Experience January 1997 - July 1997
Job Vice President & General Manager at Harlem Irving Companies
Industry Real Estate
Experience
Harlem Irving Companies August 2011 - Present
Developers Diversified Realty September 2008 - May 2011
General Growth Properties August 2006 - August 2008
General Growth Properties March 2004 - July 2006
General Growth Properties August 1997 - February 2004
Charter Oak Partners January 1997 - July 1997
Pyramid Management Group May 1993 - December 1996
United States Marine Corps July 1989 - April 1993
Education
Ohio Wesleyan University 1985 — 1989
BA, Economics Management
Harlem Irving Companies August 2011 - Present
Developers Diversified Realty September 2008 - May 2011
General Growth Properties August 2006 - August 2008
General Growth Properties March 2004 - July 2006
General Growth Properties August 1997 - February 2004
Charter Oak Partners January 1997 - July 1997
Pyramid Management Group May 1993 - December 1996
United States Marine Corps July 1989 - April 1993
Education
Ohio Wesleyan University 1985 — 1989
BA, Economics Management
Dale Shivnarain Dale Shivnarain's Charter Oak Partners Experience 2003 - 2006
Job MedMine, LLC., New York City
Industry Research
Experience
MedMine June 2013 - Present
Investment Technology Group, Inc. June 2011 - May 2013
Coleman Research Group August 2010 - July 2011
Tulsi Capital Partners May 2008 - October 2009
UBS Wealth Management September 2006 - February 2008
Charter Oak Partners 2003 - 2006
UBS Investment Bank 2000 - 2003
Memorial Sloan-Kettering Cancer Center July 1992 - June 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Finance
New York University 1997 — 1999
Molecular Biology
Brown University 1988 — 1992
The Hotchkiss School
MedMine June 2013 - Present
Investment Technology Group, Inc. June 2011 - May 2013
Coleman Research Group August 2010 - July 2011
Tulsi Capital Partners May 2008 - October 2009
UBS Wealth Management September 2006 - February 2008
Charter Oak Partners 2003 - 2006
UBS Investment Bank 2000 - 2003
Memorial Sloan-Kettering Cancer Center July 1992 - June 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Finance
New York University 1997 — 1999
Molecular Biology
Brown University 1988 — 1992
The Hotchkiss School
Michelle Coles Michelle Coles's Charter Oak Partners Experience April 1996 - September 1998
Job Finance Professional at CSC
Industry Information Technology and Services
Experience
CSC January 2012 - November 2013
CSC September 2001 - January 2012
The Lewin Group August 2000 - August 2001
Charter Oak Partners April 1996 - September 1998
Skills
Microsoft Office, Lotus..., Process Scheduler, Microsoft Office, Program Management, Process Improvement, Administrative..., Event Planning, Management, Analysis, Administration, Marketing, Administrative..., Business Analysis, Vendor Management, Financial Reporting, Financial Analysis, Financial Accounting, Business Process...
Education
Strayer University (VA)
Associate in Arts, Business Administration
CSC January 2012 - November 2013
CSC September 2001 - January 2012
The Lewin Group August 2000 - August 2001
Charter Oak Partners April 1996 - September 1998
Skills
Microsoft Office, Lotus..., Process Scheduler, Microsoft Office, Program Management, Process Improvement, Administrative..., Event Planning, Management, Analysis, Administration, Marketing, Administrative..., Business Analysis, Vendor Management, Financial Reporting, Financial Analysis, Financial Accounting, Business Process...
Education
Strayer University (VA)
Associate in Arts, Business Administration
Susan Crusoe-Farris, CMD Susan Crusoe-Farris, CMD's Charter Oak Partners Experience 1993 - 1996
Job Manager, Retail Leasing Development at Macerich
Industry Real Estate
Experience
Macerich November 2014 - Present
The Taubman Company January 2006 - October 2014
CRUSOE MARKETING 2001 - 2005
Horizon Group Properties 1998 - 2000
Konover Property Trust 1996 - 1998
Charter Oak Partners 1993 - 1996
Skills
Marketing, Shopping Centers, Real Estate Development, Business Development, Real Estate, Property Management, Leases, Market Planning, Retail, Public Relations, New Business Development, Commercial Real Estate, Budgets, Advertising, Market Research, Leadership, Marketing Strategy, Lease Negotiations
Education
Southern Illinois University, Carbondale
B. S.
Macerich November 2014 - Present
The Taubman Company January 2006 - October 2014
CRUSOE MARKETING 2001 - 2005
Horizon Group Properties 1998 - 2000
Konover Property Trust 1996 - 1998
Charter Oak Partners 1993 - 1996
Skills
Marketing, Shopping Centers, Real Estate Development, Business Development, Real Estate, Property Management, Leases, Market Planning, Retail, Public Relations, New Business Development, Commercial Real Estate, Budgets, Advertising, Market Research, Leadership, Marketing Strategy, Lease Negotiations
Education
Southern Illinois University, Carbondale
B. S.
Henry Cox's Charter Oak Partners Experience 1996 - 1997
Job Board of Directors at Delaware Arts Alliance
Industry Philanthropy
Experience
Delaware Arts Alliance January 2012 - Present
Rehoboth Art League June 2009 - Present
DelawareBeachGuides.com March 2003 - January 2012
Clear Space Theatre Company May 2010 - November 2011
The Mills Corporation 1999 - 2002
Tanger Outlets 1998 - 1999
Charter Oak Partners 1996 - 1997
Federal Realty Investment Trust 1987 - 1996
Skills
Market Research, Market Analysis, Social Media, Tenant, Real Estate Development, Real Estate, Shopping Centers, Leases
Education
Tulane University - A.B. Freeman School of Business 1980 — 1981
MBA, Marketing
University of Mississippi 1975 — 1977
MLS, Business Research
Millsaps College 1970 — 1974
BA, Latin
Delaware Arts Alliance January 2012 - Present
Rehoboth Art League June 2009 - Present
DelawareBeachGuides.com March 2003 - January 2012
Clear Space Theatre Company May 2010 - November 2011
The Mills Corporation 1999 - 2002
Tanger Outlets 1998 - 1999
Charter Oak Partners 1996 - 1997
Federal Realty Investment Trust 1987 - 1996
Skills
Market Research, Market Analysis, Social Media, Tenant, Real Estate Development, Real Estate, Shopping Centers, Leases
Education
Tulane University - A.B. Freeman School of Business 1980 — 1981
MBA, Marketing
University of Mississippi 1975 — 1977
MLS, Business Research
Millsaps College 1970 — 1974
BA, Latin
Richard Goldman's Charter Oak Partners Experience May 1998 - December 2003
Job Retired
Industry Real Estate
Experience
RCG Consultancy November 2009 - Present
General Growth Properties May 2006 - October 2009
The Mills Corporation November 2004 - May 2006
Charter Oak Partners May 1998 - December 2003
The Enterprise Development Company 1985 - 1998
Skills
Property Management, Landlord, Location Intelligence, Retail, Microsoft Excel, Negotiation, Leasing, Shopping Centers, Real Estate, Lease Negotiations, Leases, Landlords, Real Estate Development, Real Estate Economics, Tenant, Investments, Real Estate Transactions, Disposition, Brokerage, Commercial Real Estate, Entitlements, Land Acquisition, Tenant Representation, Investment Properties, Real Estate Financing, Commercial Leasing, Asset Management, Redevelopment, Acquisitions, Property, Corporate Real Estate, Mixed-use, Due Diligence, Appraisals, Apartments, Investors, Residential Homes, Portfolio Management, Feasibility Studies, Land Development
Education
University of Baltimore School of Law 1971 — 1974
JD
University of Baltimore 1967 — 1970
Bachelor of Arts (BA), History
RCG Consultancy November 2009 - Present
General Growth Properties May 2006 - October 2009
The Mills Corporation November 2004 - May 2006
Charter Oak Partners May 1998 - December 2003
The Enterprise Development Company 1985 - 1998
Skills
Property Management, Landlord, Location Intelligence, Retail, Microsoft Excel, Negotiation, Leasing, Shopping Centers, Real Estate, Lease Negotiations, Leases, Landlords, Real Estate Development, Real Estate Economics, Tenant, Investments, Real Estate Transactions, Disposition, Brokerage, Commercial Real Estate, Entitlements, Land Acquisition, Tenant Representation, Investment Properties, Real Estate Financing, Commercial Leasing, Asset Management, Redevelopment, Acquisitions, Property, Corporate Real Estate, Mixed-use, Due Diligence, Appraisals, Apartments, Investors, Residential Homes, Portfolio Management, Feasibility Studies, Land Development
Education
University of Baltimore School of Law 1971 — 1974
JD
University of Baltimore 1967 — 1970
Bachelor of Arts (BA), History
Faye Dagley's Charter Oak Partners Experience 1996 - 1999
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Charter Oak Partners 1996 - 1999
Skills
Marketing Communications, Social Media Marketing, Advertising, Direct Marketing, Event Planning, Event Management, Marketing Management, Digital Marketing, Marketing Strategy, Public Relations, Leadership, Sales, Customer Service, Public Speaking, Retail, Strategic Planning
Education
University of South Carolina-Columbia
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Charter Oak Partners 1996 - 1999
Skills
Marketing Communications, Social Media Marketing, Advertising, Direct Marketing, Event Planning, Event Management, Marketing Management, Digital Marketing, Marketing Strategy, Public Relations, Leadership, Sales, Customer Service, Public Speaking, Retail, Strategic Planning
Education
University of South Carolina-Columbia
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Camm Morton's Charter Oak Partners Experience 1986 - 1994
Job Owner and Principal at VR Business Sales Mergers and Acquisitions Baton Rouge
Industry Hospitality
Experience
VR Business Sales Mergers and Acquisitions Baton Rouge 2013 - Present
Ashby Hospitality 2008 - Present
Commercial Properties Realty Trust 2002 - 2008
Konover Property Trust 1994 - 2002
Rothschild 1987 - 1994
Charter Oak Partners 1986 - 1994
Federal Realty Investment Trust 1985 - 1987
Skills
Horticulture, Garden, Gardening, Agriculture, Economic Development, Business, Location Intelligence, Parks, Marketing Strategy, Sustainability, Strategic Planning, Public Relations, Corporate Real Estate, Economics, Small Business, Real Estate Development, Entrepreneurship, Budgets, Start-ups, Business Planning, Real Estate, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Executive Management, Investments, Due Diligence, Strategy, Real Estate Transactions, Management, Investment Properties, Finance, Valuation, Commercial Real Estate, Business Development, Sales, Private Equity, Real Estate Economics
Education
East Carolina University - College of Business 1978 — 1980
MBA, 1980
University of Florida 1974 — 1976
MS, Horticulture
Hampden-Sydney College 1969 — 1973
BA, Economics
VR Business Sales Mergers and Acquisitions Baton Rouge 2013 - Present
Ashby Hospitality 2008 - Present
Commercial Properties Realty Trust 2002 - 2008
Konover Property Trust 1994 - 2002
Rothschild 1987 - 1994
Charter Oak Partners 1986 - 1994
Federal Realty Investment Trust 1985 - 1987
Skills
Horticulture, Garden, Gardening, Agriculture, Economic Development, Business, Location Intelligence, Parks, Marketing Strategy, Sustainability, Strategic Planning, Public Relations, Corporate Real Estate, Economics, Small Business, Real Estate Development, Entrepreneurship, Budgets, Start-ups, Business Planning, Real Estate, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Executive Management, Investments, Due Diligence, Strategy, Real Estate Transactions, Management, Investment Properties, Finance, Valuation, Commercial Real Estate, Business Development, Sales, Private Equity, Real Estate Economics
Education
East Carolina University - College of Business 1978 — 1980
MBA, 1980
University of Florida 1974 — 1976
MS, Horticulture
Hampden-Sydney College 1969 — 1973
BA, Economics
Nina Dolishny Regan, CMD's Charter Oak Partners Experience 1995 - 2002
Job Property Manager at Vanbarton Group
Industry Real Estate
Experience
Emmes Realty Services May 2011 - June 2015
Edens & Avant December 2004 - July 2011
Tanger Outlet Center August 2002 - December 2004
Charter Oak Partners 1995 - 2002
Connecticut River Valley & Shoreline Visitors Council 1989 - 1995
Skills
Leases, Property Management, Tenant, Budgets, Shopping Centers, Landlords, Landlord, Management, Property, Lease Administration, Construction, Disposition
Education
University of New Haven
Management with concentration in Marketing
Johnson & Wales University 1982 — 1984
AS, Travel & Tourism Management
Branford High School
Emmes Realty Services May 2011 - June 2015
Edens & Avant December 2004 - July 2011
Tanger Outlet Center August 2002 - December 2004
Charter Oak Partners 1995 - 2002
Connecticut River Valley & Shoreline Visitors Council 1989 - 1995
Skills
Leases, Property Management, Tenant, Budgets, Shopping Centers, Landlords, Landlord, Management, Property, Lease Administration, Construction, Disposition
Education
University of New Haven
Management with concentration in Marketing
Johnson & Wales University 1982 — 1984
AS, Travel & Tourism Management
Branford High School
Jeff Chaffkin's Charter Oak Partners Experience January 2010 - January 2014
Job Senior Advisor Healthcare at XMS Capital Partners
Industry Investment Banking
Experience
XMS Capital Partners February 2014 - Present
Charter Oak Partners January 2010 - January 2014
Aetna 2007 - October 2009
Charter Oak Partners 2002 - 2007
Paine Webber 1996 - 2002
UBS Investment Bank/PaineWebber Incorporated 1996 - 2002
UBS (formerly PaineWebber, Inc.) 1996 - 2002
UBS Financial Services 1996 - 2002
Aetna Health Plans 1993 - 1996
Aetna Inc. (Aetna International) 1991 - 1993
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
XMS Capital Partners February 2014 - Present
Charter Oak Partners January 2010 - January 2014
Aetna 2007 - October 2009
Charter Oak Partners 2002 - 2007
Paine Webber 1996 - 2002
UBS Investment Bank/PaineWebber Incorporated 1996 - 2002
UBS (formerly PaineWebber, Inc.) 1996 - 2002
UBS Financial Services 1996 - 2002
Aetna Health Plans 1993 - 1996
Aetna Inc. (Aetna International) 1991 - 1993
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Jerry Teitelbaum's Charter Oak Partners Experience July 1995 - March 1997
Job Vice President, Strategic Leasing at Brixmor
Industry Real Estate
Experience
Brixmor October 2014 - Present
The Taubman Company July 1999 - July 2014
Tanger Factory Outlet Centers, Inc. April 1997 - July 1999
Charter Oak Partners July 1995 - March 1997
Charter Oak Partners February 1993 - July 1995
Skills
Real Estate Development, Leases, Shopping Centers, Strategic Negotiations, Sales Management, Acquisitions, Real Estate, Location Intelligence, Tenant, Corporate Real Estate, Lease Administration, Real Estate Economics, Disposition, Landlords, Retail Site Selection, Tenant Representation, Lease Negotiations, Commercial Real Estate, Property Management, Real Estate Transactions, Commercial Leasing, Dispositions
Education
The George Washington University 1979 — 1983
BS, Zoology/Chemistry
Brixmor October 2014 - Present
The Taubman Company July 1999 - July 2014
Tanger Factory Outlet Centers, Inc. April 1997 - July 1999
Charter Oak Partners July 1995 - March 1997
Charter Oak Partners February 1993 - July 1995
Skills
Real Estate Development, Leases, Shopping Centers, Strategic Negotiations, Sales Management, Acquisitions, Real Estate, Location Intelligence, Tenant, Corporate Real Estate, Lease Administration, Real Estate Economics, Disposition, Landlords, Retail Site Selection, Tenant Representation, Lease Negotiations, Commercial Real Estate, Property Management, Real Estate Transactions, Commercial Leasing, Dispositions
Education
The George Washington University 1979 — 1983
BS, Zoology/Chemistry
Paulette B. Peltz's Charter Oak Partners Experience October 1994 - December 2003
Job Principal at The Peltz Law Firm, PLC
Industry Legal Services
Experience
The Peltz Law Firm, PLC June 2015 - Present
Law Office of Paulete B. Peltz July 2009 - June 2015
Vornado/Charles E. Smith LP November 2004 - December 2008
Hirschel, Savitz, Parker & Holloman, PA April 2004 - November 2004
Charter Oak Partners October 1994 - December 2003
The Mills Corporation June 1991 - September 1994
Western Development Corporation December 1987 - June 1991
Skills
Corporate Law, Contract Negotiation, Real Estate, Corporate Governance, Employment Law, Leases, Commercial Real Estate, Real Estate Development, Licensing, Negotiation, Acquisitions, Property Management, Disposition, Litigation Management, Human Resources
Education
American University Washington College of Law
JD, Law
Binghamton University
BA with Honors, History
The Peltz Law Firm, PLC June 2015 - Present
Law Office of Paulete B. Peltz July 2009 - June 2015
Vornado/Charles E. Smith LP November 2004 - December 2008
Hirschel, Savitz, Parker & Holloman, PA April 2004 - November 2004
Charter Oak Partners October 1994 - December 2003
The Mills Corporation June 1991 - September 1994
Western Development Corporation December 1987 - June 1991
Skills
Corporate Law, Contract Negotiation, Real Estate, Corporate Governance, Employment Law, Leases, Commercial Real Estate, Real Estate Development, Licensing, Negotiation, Acquisitions, Property Management, Disposition, Litigation Management, Human Resources
Education
American University Washington College of Law
JD, Law
Binghamton University
BA with Honors, History
Greg Lewin's Charter Oak Partners Experience July 1996 - December 2002
Job Investment Professional
Industry Investment Management
Experience
HUM NEWS August 2010 - Present
TLF Capital March 2010 - April 2011
Sailfish Capital Partners March 2006 - June 2007
Lewin Capital Partners January 2003 - March 2006
Charter Oak Partners July 1996 - December 2002
Neuberger Berman April 1984 - June 1996
Merrill Lynch January 1982 - January 1984
IBM January 1979 - January 1982
Education
Northwestern University 1975 — 1979
B.S, Engineering
New York University
M.B.A, Finance
HUM NEWS August 2010 - Present
TLF Capital March 2010 - April 2011
Sailfish Capital Partners March 2006 - June 2007
Lewin Capital Partners January 2003 - March 2006
Charter Oak Partners July 1996 - December 2002
Neuberger Berman April 1984 - June 1996
Merrill Lynch January 1982 - January 1984
IBM January 1979 - January 1982
Education
Northwestern University 1975 — 1979
B.S, Engineering
New York University
M.B.A, Finance
Margo Epprecht's Charter Oak Partners Experience April 1994 - April 2010
Job Managing Director, Investors Capital Management
Industry Investment Management
Experience
Self Employed Writer - Editor - Journalist September 2013 - September 2014
Charter Oak Partners April 1994 - April 2010
PaineWebber, Inc. July 1982 - April 1994
Skills
Investments, Alternative Investments, Financial Analysis, Hedge Funds, Asset Management, Strategic Planning, Equities, Portfolio Management
Education
Harvard College
B.A. cum laude, Economics
Columbia University - Graduate School of Journalism 2012 — 2013
Master of Science (M.S.) with honors
Self Employed Writer - Editor - Journalist September 2013 - September 2014
Charter Oak Partners April 1994 - April 2010
PaineWebber, Inc. July 1982 - April 1994
Skills
Investments, Alternative Investments, Financial Analysis, Hedge Funds, Asset Management, Strategic Planning, Equities, Portfolio Management
Education
Harvard College
B.A. cum laude, Economics
Columbia University - Graduate School of Journalism 2012 — 2013
Master of Science (M.S.) with honors
Craig Connors's Charter Oak Partners Experience January 2008 - May 2015
Job Financial Operations and Compliance Principal
Industry Financial Services
Experience
Undisclosed June 2015 - Present
Charter Oak Partners January 2008 - May 2015
Straus Asset Management April 2004 - January 2008
ISF Management October 2002 - April 2004
Vector Capital Management January 2001 - October 2002
Neuberger Berman May 2000 - January 2001
Neuberger Berman February 1997 - May 2000
Fairport Asset Management Corp. October 1994 - February 1997
Skills
Accounting, Bloomberg, Financial Statements, Financial Reporting, Fund Administration, Operations, Hedge Funds, Investor Relations, Leadership, Legal Compliance, QuickBooks, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Performance Attribution, Prime Brokerage, Performance Measurement, PowerPoint, Research, Sales, Training, Photoshop, Trading, Commodity, Financial Audits, Customer Service, Securities, Investments, Finance, Equities, Private Equity, Banking, Marketing, Risk Management, Options, Asset Management
Education
Plymouth State University 1989 — 1993
Bachelor's Degree, Applied Economics and Business Management
Miller Place High School
Undisclosed June 2015 - Present
Charter Oak Partners January 2008 - May 2015
Straus Asset Management April 2004 - January 2008
ISF Management October 2002 - April 2004
Vector Capital Management January 2001 - October 2002
Neuberger Berman May 2000 - January 2001
Neuberger Berman February 1997 - May 2000
Fairport Asset Management Corp. October 1994 - February 1997
Skills
Accounting, Bloomberg, Financial Statements, Financial Reporting, Fund Administration, Operations, Hedge Funds, Investor Relations, Leadership, Legal Compliance, QuickBooks, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Performance Attribution, Prime Brokerage, Performance Measurement, PowerPoint, Research, Sales, Training, Photoshop, Trading, Commodity, Financial Audits, Customer Service, Securities, Investments, Finance, Equities, Private Equity, Banking, Marketing, Risk Management, Options, Asset Management
Education
Plymouth State University 1989 — 1993
Bachelor's Degree, Applied Economics and Business Management
Miller Place High School
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