PAUL E. ROUGHAN
Managing Partner
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Paul joined Charter Oak Capital Partners in 1999 as an Operating Principal and founded Charter Oak Equity in 2006. He serves on the Board of Directors for Brook & Whittle, Seaboard Folding Box, The Crown Group, and Ovation Polymers. Prior to Charter Oak, Paul spent five years on two turnaround assignments, one as CEO; five years with McKinsey & Co. specializing in operations improvement and merger integration; and eleven years with GE, where he began his career, in various operating roles with GE Plastics and GE Corporate. He earned both his BS Chemical Engineering and MBA Operations Research from Rensselaer Polytechnic Institute in 1978.

ZUBIN AVARI
General Partner
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Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec, Brook & Whittle, Shelter Logic, and Sinteris. In his tenure at Charter Oak Equity, Zubin has served various operational roles at portfolio companies including roles such as executive chairman and interim CFO. Prior to joining Charter Oak Equity, he spent 3 years at Crowe Chizek (now Crowe Horwath) as a CPA in their audit, tax and mergers and acquisition departments. He attended Illinois Wesleyan University and graduated Magna Cum Laude with a B.S. in Accounting.

MARK D. ULLMAN
General Partner
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Mark joined Charter Oak Equity in 2006 as a General Partner. He leads or co-leads COE's investments in EiKO Global (virtual manufacturer of lighting products), ShelterLogic (shelters, canopies and sheds), and Smart Care (SaaS business focused on daycare). Prior to joining Charter Oak Equity, Mark spent the bulk of his career with McKinsey & Co., most recently as a Director (Senior Partner). During his seventeen years at McKinsey, Mark worked with a wide variety of industrial and healthcare companies and founded McKinsey's Medical Device and Private Equity Practices, as well as led the New York–based Corporate Finance Practice. He attended Cornell University where he received his BS in Operations Research in 1982 and MBA in 1983 - both with Distinction.

STEPHEN P. NOE
Principal
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Stephen joined Charter Oak Equity in 2011 after providing advisory services for over a year. Prior to Charter Oak Equity, Stephen started up The Acritas Group, a consulting firm providing strategy and operating advisory services to private equity firms and large public corporations. Before this he spent ten years in turnaround and transformational assignments for two financial sponsored businesses, one as CEO; six years with FMC, and seventeen years with Olin Corporation where he began his career in various operating assignments. He earned his BS Chemical Engineering from Rensselaer Polytechnic Institute in 1978.