Peter Roth
Director/Board Member chez CITY OF LONDON INVESTMENT GROUP PLC
Fortune : 19 896 $ au 31/03/2024
Profil
Peter E.
Roth founded JP Charter Oak Advisors LLC in 2012, where he worked as Managing Partner from 2012 to 2018.
Mr. Roth also currently works at City of London Investment Group Plc, as Senior Independent Non-Executive Director from 2020, St. Mary's Healthcare System for Children, as Director from 2010, Stone Point Credit Corp., as Director from 2020, Guggenheim Credit Income Fund 2016 T, as Independent Trustee from 2015, Guggenheim Credit Income Fund, as Independent Trustee from 2015, and Rothpoint Group LLC, as Managing Partner from 2017.
Mr. Roth also formerly worked at KBW Asset Management, Inc., as Chief Executive Officer, Fig Acquisition Corp., as Chief Executive Officer, KBW LLC, as Director in 2006, Keefe, Bruyette & Woods, Inc., as EVP, MD & Head-Insurance Investment Banking from 1990 to 2003, Fox-Pitt, Kelton Ltd., as Head-Investment Banking, KBW Capital Partners, as Managing Member from 2006 to 2011, and Guggenheim Credit Income Fund - I, as Independent Trustee.
Mr. Roth received his undergraduate degree in 1981 from the University of Pennsylvania and Masters Business Admin degree from The Wharton School of the University of Pennsylvania.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 30/06/2023 | 5 000 ( 0,01% ) | 19 896 $ | 31/03/2024 |
Postes actifs de Peter Roth
| Sociétés | Poste | Début |
|---|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 01/06/2019 |
Guggenheim Credit Income Fund
 Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Director/Board Member | 01/02/2015 |
St. Mary's Healthcare System for Children
 St. Mary's Healthcare System for Children Hospital/Nursing ManagementHealth Services St. Mary's Healthcare System for Children is a leading provider of long-term and rehabilitative care for critically ill and injured children. The non-profit company is based in Bayside, NY. With a history dating back to the 1870s, the organization serves over 4,000 children and their families each day, providing intensive rehabilitation, specialized care, and education to children with special needs and life-limiting conditions. St. Mary's Healthcare System for Children is committed to improving the health and quality of life for children and families with special needs, and is the largest and most experienced provider of long-term care to children with medically complex conditions. Edwin Simpser has been the CEO of the company since 2014. | Director/Board Member | 01/09/2010 |
Guggenheim Credit Income Fund 2016 T
 Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund 2016 T operates as a non-diversified closed-end management investment company. It intends to meet its investment objectives by investing primarily in privately-negotiated, loans to private middle market U.S. companies. The company was founded in September 5, 2014 and is headquartered in New York, NY. | Director/Board Member | 01/02/2015 |
Rothpoint Group LLC
 Rothpoint Group LLC Miscellaneous Commercial ServicesCommercial Services Rothpoint Group LLC engages in the provision of consulting services. The company is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/2017 |
Stone Point Credit Corp.
 Stone Point Credit Corp. Financial ConglomeratesFinance Stone Point Credit Corp. is an investment holding private company. The company is based in Greenwich, CT and has subsidiaries in the United States. Stone Point Credit was founded in 2020. | Director/Board Member | 01/01/2020 |
Anciens postes connus de Peter Roth
| Sociétés | Poste | Fin |
|---|---|---|
JP Charter Oak Advisors LLC
 JP Charter Oak Advisors LLC Financial ConglomeratesFinance JP Charter Oak Advisors LLC specializes in private equity investments in financial institutions. The firm focuses on asset management, life annuity and health insurance and property and casualty insurance, banks and thrifts. The company was founded by Peter E.Roth and John Thomas Hompe in 2012 and is headquartered in, New York, NY. | Founder | 01/01/2018 |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Director/Board Member | 01/11/2006 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Corporate Officer/Principal | 01/01/2003 |
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Formation de Peter Roth
| University of Pennsylvania | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
| Entreprise privées | 13 |
|---|---|
KBW LLC
KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Finance |
KBW Asset Management, Inc.
 KBW Asset Management, Inc. Investment ManagersFinance Founded in 1999, KBW Asset Management, Inc. (KBW) is a wholly owned subsidiary of Keefe, Bruyette & Woods Inc. (NYSE: KBW). KBW is a registered hedge fund manager that offers investment management services to institutions and high net-worth individuals. The firm is based in New York City. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Fig Acquisition Corp.
 Fig Acquisition Corp. Miscellaneous Commercial ServicesCommercial Services Fig Acquisition Corp. operates as a blank check company with interest in services such as merger, capital stock exchange, stock purchase, asset acquisition and other similar business combination. Its primary business is focused in North America and Europe. The company is located in New York City, NY. | Commercial Services |
Guggenheim Credit Income Fund 2016 T
Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund 2016 T operates as a non-diversified closed-end management investment company. It intends to meet its investment objectives by investing primarily in privately-negotiated, loans to private middle market U.S. companies. The company was founded in September 5, 2014 and is headquartered in New York, NY. | Miscellaneous |
Guggenheim Credit Income Fund
Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Miscellaneous |
Fox-Pitt, Kelton Ltd.
 Fox-Pitt, Kelton Ltd. Investment ManagersFinance Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom. | Finance |
KBW Capital Partners
 KBW Capital Partners Investment ManagersFinance KBW Capital Partners is a Private Equity firm, a subsidiary of KBW LLC founded in 1962. It is headquartered in New York. | Finance |
St. Mary's Healthcare System for Children
St. Mary's Healthcare System for Children Hospital/Nursing ManagementHealth Services St. Mary's Healthcare System for Children is a leading provider of long-term and rehabilitative care for critically ill and injured children. The non-profit company is based in Bayside, NY. With a history dating back to the 1870s, the organization serves over 4,000 children and their families each day, providing intensive rehabilitation, specialized care, and education to children with special needs and life-limiting conditions. St. Mary's Healthcare System for Children is committed to improving the health and quality of life for children and families with special needs, and is the largest and most experienced provider of long-term care to children with medically complex conditions. Edwin Simpser has been the CEO of the company since 2014. | Health Services |
JP Charter Oak Advisors LLC
JP Charter Oak Advisors LLC Financial ConglomeratesFinance JP Charter Oak Advisors LLC specializes in private equity investments in financial institutions. The firm focuses on asset management, life annuity and health insurance and property and casualty insurance, banks and thrifts. The company was founded by Peter E.Roth and John Thomas Hompe in 2012 and is headquartered in, New York, NY. | Finance |
Guggenheim Credit Income Fund - I
 Guggenheim Credit Income Fund - I Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund-I is a non-diversified closed-end management investment company. Its investment objectives are to provide its shareholders with current income, capital preservation and to a lesser extent, long-term capital appreciation. It intends to meet its investment objectives by investing primarily in large, privately-negotiated, loans to private middle market U.S. companies. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Miscellaneous |
Rothpoint Group LLC
Rothpoint Group LLC Miscellaneous Commercial ServicesCommercial Services Rothpoint Group LLC engages in the provision of consulting services. The company is headquartered in New York, NY. | Commercial Services |
Stone Point Credit Corp.
Stone Point Credit Corp. Financial ConglomeratesFinance Stone Point Credit Corp. is an investment holding private company. The company is based in Greenwich, CT and has subsidiaries in the United States. Stone Point Credit was founded in 2020. | Finance |
