Nancy Jacobson Paley
Chief Compliance Officer, Chief Operating OfficerCharter Oak Advisors LPCRD 4905658
About Nancy Jacobson Paley
Nancy Jacobson Paley is listed as Chief Compliance Officer, Chief Operating Officer at Charter Oak Advisors LP in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Charter Oak Advisors LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nancy Jacobson Paley work?
Nancy Jacobson Paley is listed as Chief Compliance Officer, Chief Operating Officer at Charter Oak Advisors LP on SEC Form ADV.
How much of Charter Oak Advisors LP does Nancy Jacobson Paley own?
Form ADV reports a beneficial ownership band of Under 5%.
Charter Oak Advisors LP
| Title | Chief Compliance Officer, Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |