Theodore Kokas
Chief Investment Officer
Get their honest, personalized take on your startup.
Sign in to pitch Theodore →At a glance
- Full Name
- Ted Kokas
- Title
- Chief Investment Officer
- Firm
- EverWatch Financial
- Firm Type
- Single-family office
- Investment Stage
- Venture capital/growth equity, buyouts, private credit, real assets, real estate, public markets; fund investing, direct investing, and co-investments
- Target Company Profile
- High-quality assets with strong fundamental growth potential; companies with strong earnings growth potential, under-levered balance sheets, positive free cash flow, durable competitive advantages, and exposure to growing industries
- Sector Focus
- Public equities, fixed income, private equity, venture capital, real assets, alternatives, buyouts, growth equity, real estate, private credit
- Location
- EverWatch lists offices in West Palm Beach, Florida; Malvern, Pennsylvania; and Providence, Rhode Island
Background
Ted Kokas is Chief Investment Officer at EverWatch Financial, a single-family office focused primarily on in-house investment management across public equities, fixed income, private equity, venture capital, real assets, and alternatives. EverWatch says its strategies include both fund and direct investing.
Kokas joined EverWatch as Chief Investment Officer in 2016. Before EverWatch, he was Chief Investment Officer of ROCH Capital, described by EverWatch as a single-family office in the greater Philadelphia area.
From 2008 to 2013, Kokas was Global Head of Alternative Investments for SEI Investment Company in Oaks, Pennsylvania. Earlier in his career, he held senior portfolio-management roles in global macro trading and quantitative strategies at firms including Millennium Partners in New York, Rubicon Fund Management in London, and the Abu Dhabi Investment Authority in the United Arab Emirates.
Kokas pursued a PhD in Finance with the EDHEC-Risk Institute and holds an M.S. in Finance from Boston College and a B.S. in Industrial Management from the University of Massachusetts Lowell. He also holds the CFA and FRM designations, is a member of the Andover Development Board, and sits on Phillips Andover Academy’s Future of the Endowment Committee.
Investment Thesis & Focus
- EverWatch states that it has a long-term investment horizon and focuses on growing capital across generations.
- Public-market philosophy: EverWatch seeks high-quality assets with strong fundamental growth potential and believes returns should follow investment fundamentals over time.
- Manager-selection focus: EverWatch looks for managers who share its quality-growth philosophy.
- Company-quality focus: EverWatch seeks companies with strong earnings-growth potential, under-levered balance sheets, positive free cash flow, competitive advantages, and exposure to growing sectors.
- Private-markets focus: EverWatch invests across buyouts, venture capital/growth equity, real estate, real assets, and private credit.
- Sponsor/co-investment focus: EverWatch says it partners with sponsors that have established track records, differentiated value-creation strategies, and deep industry/domain expertise.
- The public sources reviewed do not support the stub claim that Kokas is primarily a seed-stage angel investor.
Notable Investments
- No named portfolio companies or individual deals for Ted Kokas were publicly disclosed in the sources reviewed.
- EverWatch publicly discloses investment categories rather than named portfolio companies: public equities, fixed income, private equity, venture capital, real assets, alternatives, buyouts, growth equity, real estate, and private credit.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.