Coming of Age on Wall Street: Jerrold Fine, Founder of Charter Oak Partners Management

Coming of Age on Wall Street: Jerrold Fine, Founder of Charter Oak Partners Management

Join us for a moderated discussion with Hedge Fund Pioneer, Jerrold Fine, Founder of Charter Oak Partners Management.  Jerrold began his career as one of the pioneers of Hedge Funds on Wall Street in the late 60’s.  His debut novel, Make Me Even and I’ll Never Gamble Again is a coming-of-age tale in the 1970’s while describing life on Wall Street during those turbulent years.  Drawing from his own experiences, hedge fund pioneer Jerrold Fine blends a heartfelt story of a young man fiercely intent on achieving independence with a fascinating insider’s look at the perks and pitfalls of a high-stakes life in the world of financial markets.  Set in the 1970’s and ’80’s, it’s a story about baseball, poker, Wharton and Wall Street. ( And, of course, women.)

Reception │6PM
Discussion with Q&A │6:30PM


Jerrold Fine is a graduate of the Wharton School of the University of Pennsylvania and has served multiple terms on its Undergraduate Executive Board and Board of Overseers. In 1967, along with two Wharton colleagues, he started one of the first hedge funds, Steinhardt, Fine, Berkowitz & Company. Nine years later he founded a private investment firm, Charter Oak Partners, which he managed until he converted it into a family office in 2014. He continues to run his family’s investments while he works diligently on his next novel. He lives in Connecticut with his artist wife and a ridiculously spoiled Portuguese water dog.

Carol Fitzgerald is the President of The Book Report Network — a group of internet sites about books and authors that have become the gathering places for a large and devoted community of booklovers since 1996. Programming is organized by demographic at,, and and by special interest at In addition, the company’s Authors on the Web division provides Website Design, Development and Marketing for authors and publishers; more than 300 websites have been built over the past 18 years.

This event is sponsored by the Penn Club.

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