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Charter Oak Capital Management Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Charter Oak Capital Management is an independent wealth management firm privately held and operating in New Hampshire and Maine. It focuses on helping clients clarify their goals and craft investment strategies that are then implemented to pursue those objectives. As a fiduciary, the firm emphasizes proactive, dynamic planning that adapts to changes in the financial landscape to support prudent decision-making with client capital.
Based in Portsmouth, New Hampshire, the firm functions as a registered investment adviser and serves clients in New Hampshire and Maine with independent wealth management guidance. In 2025, Charter Oak announced the appointment of a Director of Compliance, signaling governance enhancements within the firm.

Find Charter Oak Capital Management employees' phone numbers or email addresses

Charter Oak Capital Management Global Highlights

Location
Employees

North America
44

Minus sign iconPlus sign icon
  • United States Of America
    44

Charter Oak Capital Management's Leadership

  • Stylized image of a person
    S. R.
    Technology Manager
    Mobile Phone
  • Stylized image of a person
    S. G.
    Client Service Associate
    Mobile Phone

Charter Oak Capital Management Employee Metrics

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

Contact profiles from Charter Oak Capital Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. R.
    Technology Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. G.
    Client Service Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Charter Oak Capital Management known for?

Minus sign iconPlus sign iconCharter Oak Capital Management was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-800-646-****
. Explore Charter Oak Capital Management's company overview page for more information.

What is Charter Oak Capital Management's most common email format?

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

How many employees does Charter Oak Capital Management have currently?

Minus sign iconPlus sign iconCharter Oak Capital Management has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Charter Oak Capital Management's key employees and leadership?

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As of July 2026, Charter Oak Capital Management's key employees include:

  • Technology Manager: S. R.
  • Client Service Associate: S. G.

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