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Charter Oak Financial Consultants, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Charter Oak Financial Consultants, LLC is a financial consulting firm that focuses on bankruptcy and restructuring. It guides clients through the full spectrum of the restructuring process, aiming to improve outcomes. Its work has resulted in settlements that are hundreds of millions of dollars more favorable for clients. Based in Mamaroneck, New York, the company operates with a small team in the financial services sector.

The firm serves clients facing complex financial challenges who need specialized restructuring guidance. Positioned within financial services as a focused advisor on insolvency-related matters, it emphasizes targeted support rather than broad advisory services.

Find Charter Oak Financial Consultants, LLC employees' phone numbers or email addresses

Charter Oak Financial Consultants, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Charter Oak Financial Consultants, LLC's Leadership

  • Stylized image of a person
    N. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. A.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P. S.
    Senior Managing Director, Member And Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. O.
    Assistant Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. L.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Manager
    Phone icon
    Mobile Phone

Charter Oak Financial Consultants, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Charter Oak Financial Consultants, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. A.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 26, 2026
  • Stylized image of a person
    N. G.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 13, 2026
  • Stylized image of a person
    J. P. S.
    Senior Managing Director, Member And Co-Founder
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 13, 2026
  • Stylized image of a person
    B. R.
    Owner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 28, 2026
  • Stylized image of a person
    A. C.
    Partner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. O.
    Assistant Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    R. L.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 24, 2026
  • Stylized image of a person
    L. S.
    Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    D. S.
    Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Charter Oak Financial Consultants, LLC known for?

Minus sign iconPlus sign iconCharter Oak Financial Consultants, LLC operates in the Financial Services industry. The company's main headquarters is located in 430 Center Avenue Mamaroneck, New York 10543 United States; you can contact the main corporate office by phone at
+1-914-358-****
. Explore Charter Oak Financial Consultants, LLC's company overview page for more information.

What is Charter Oak Financial Consultants, LLC's most common email format?

Minus sign iconPlus sign iconCharter Oak Financial Consultants, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charter Oak Financial Consultants, LLC email formats with LeadIQ.

How many employees does Charter Oak Financial Consultants, LLC have currently?

Minus sign iconPlus sign iconCharter Oak Financial Consultants, LLC has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Charter Oak Financial Consultants, LLC's key employees and leadership?

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As of February 2026, Charter Oak Financial Consultants, LLC's key employees include:

  • President: N. G.
  • Managing Partner: D. A.
  • Senior Managing Director, Member And Co-Founder: J. P. S.
  • Owner: B. R.
  • Partner: A. C.

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