![Peter Roth](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Fortuna: 59 461 $ al 30/06/2026
Peter E.
Roth is the founder of JP Charter Oak Advisors LLC, founded in 2012, where the title held was Managing Partner from 2012 to 2018.
Current jobs include Senior Independent Non-Executive Director at City of London Investment Group Plc since 2020, Director at St. Mary's Healthcare System for Children since 2010, Director at Stone Point Credit Corp.
since 2020, Independent Trustee at Guggenheim Credit Income Fund 2016 T since 2015, and Managing Partner at Rothpoint Group LLC since 2017.
Former jobs include Chief Executive Officer at KBW Asset Management, Inc., Chief Executive Officer at Fig Acquisition Corp., Director at KBW LLC in 2006, EVP, MD & Head-Insurance Investment Banking at Keefe, Bruyette & Woods, Inc. from 1990 to 2003, Head-Investment Banking at Fox-Pitt, Kelton Ltd., Managing Member at KBW Capital Partners from 2006 to 2011, Independent Trustee at Guggenheim Credit Income Fund - I, and Independent Trustee at Guggenheim Credit Income Fund.
Education includes an undergraduate degree from the University of Pennsylvania in 1981 and an MBA from The Wharton School of the University of Pennsylvania.
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
| 20/10/2025 | 10.000 ( 0,02 % ) | 59 461 $ | 30/06/2026 |
| Empresas | Cargo | Inicio |
|---|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Director/Miembro de la Junta | 01/06/2019 |
St. Mary's Healthcare System for Children
 St. Mary's Healthcare System for Children Hospital/Nursing ManagementHealth Services Provides healthcare services | Director/Miembro de la Junta | 01/09/2010 |
Guggenheim Credit Income Fund 2016 T
 Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Operates as a non-diversified closed-end management investment company | Director/Miembro de la Junta | 01/02/2015 |
Rothpoint Group LLC
 Rothpoint Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Corporate Officer/Principal | 01/01/2017 |
Stone Point Credit Corp.
 Stone Point Credit Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a private equity fund | Director/Miembro de la Junta | 01/01/2020 |
| Empresas | Cargo | Fin |
|---|---|---|
JP Charter Oak Advisors LLC
 JP Charter Oak Advisors LLC Financial ConglomeratesFinance Specializes in private equity investments in financial institutions | Fundador | 01/01/2018 |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Director/Miembro de la Junta | 01/11/2006 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2003 |
Guggenheim Credit Income Fund - I
 Guggenheim Credit Income Fund - I Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Director/Miembro de la Junta | - |
| ░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░ ░░░░░ | - |
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
| Empresas privadas | 16 |
|---|---|
KBW LLC
KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Finance |
KBW Asset Management, Inc.
 KBW Asset Management, Inc. Investment ManagersFinance KBW Asset Management focuses on the financial institutions sector. The firm offers a range of alternative and traditional products focused on equity and fixed-income securities in the US and Europe. They invest primarily in small-cap companies and maintain a high turnover rate. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
City of London Investment Group Plc
 City of London Investment Group Plc Investment Trusts/Mutual FundsMiscellaneous Operates as an asset management group | Miscellaneous |
Fig Acquisition Corp.
 Fig Acquisition Corp. Miscellaneous Commercial ServicesCommercial Services Operates as a blank check company | Commercial Services |
Guggenheim Credit Income Fund 2016 T
Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Operates as a non-diversified closed-end management investment company | Miscellaneous |
Guggenheim Credit Income Fund
 Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fox-Pitt, Kelton Ltd.
 Fox-Pitt, Kelton Ltd. Investment ManagersFinance Provides investment advisory services | Finance |
KBW Capital Partners
 KBW Capital Partners Investment ManagersFinance KBW Capital Partners focuses on making private equity investments in the financial services industry in the US and select markets abroad. The firm's investment focus includes banks and depository institutions, insurance companies, asset management companies, specialty finance firms and third party administrators. They generally invest in private, highly illiquid financial institutions. KBW Capital Partners may take the position of lead investor in smaller transactions or co-invest with other leading private equity firms on larger transactions. The firm invests in financial institutions and provides capital to companies with needs for: seed capital, venture capital, expansion/growth capital, MBOs, recapitalizations, demutualization's and conversions. | Finance |
St. Mary's Healthcare System for Children
St. Mary's Healthcare System for Children Hospital/Nursing ManagementHealth Services Provides healthcare services | Health Services |
JP Charter Oak Advisors LLC
JP Charter Oak Advisors LLC Financial ConglomeratesFinance Specializes in private equity investments in financial institutions | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Guggenheim Credit Income Fund - I
Guggenheim Credit Income Fund - I Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Rothpoint Group LLC
Rothpoint Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Commercial Services |
Stone Point Credit Corp.
Stone Point Credit Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a private equity fund | Miscellaneous |
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