Charter Oak Financial Employee Directory

Q: What is Charter Oak Financial known for?

Charter Oak Financial was founded in 1886. Charter Oak Financial operates in the Financial Services industry.

Q: How many employees does Charter Oak Financial have currently?

Charter Oak Financial has approximately 168 employees.

Financial ServicesMassachusetts, United States51-200 Employees

Charter Oak Financial is the destination for elite, established, and emerging practices who are ready to scale—not ready to settle. We deliver an experience that’s both tactically excellent and refreshingly personal; supportive of your independence; and capable of elevating your practice beyond your—and your clients’—expectations.

Find Charter Oak Financial employees' phone numbers or email addresses

Charter Oak Financial Global Highlights

North America
245

United States Of America
245

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Charter Oak Financial's Leadership

D. R.
Chief Information Officer
Mobile Phone
Email
E. W.
Chief Financial Officer
Mobile Phone
Email
N. C.
Chief Operating Officer
Mobile Phone
Email
F. S.
Chief Financial Officer
Mobile Phone
Email
A. D.
Chief Of Staff
Mobile Phone
Email
M. A. P.
President/Founder
Mobile Phone
Email
J. C.
President
Mobile Phone
Email
P. N.
President
Mobile Phone
Email

Charter Oak Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Recruiting
Travel
Other

Contact profiles from Charter Oak Financial

Name

Title

Contact Info

Location

Last Update

B. S.
Managing Partner
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
B. N.
Managing Partner
Mobile Phone
Email
United StatesConnecticut
Mar 17, 2026
D. R.
Chief Information Officer
Mobile Phone
Email
United StatesNew York
Apr 01, 2026
T. O.
Cfp®, Partner, Financial Guide Solutions Team At Charter Oak Financial
Mobile Phone
Email
United StatesNew York
Mar 17, 2026
M. A. P.
President/Founder
Mobile Phone
Email
United StatesConnecticut
Mar 17, 2026
T. P. D.
Producer/Partner
Mobile Phone
Email
United StatesConnecticut
Jan 23, 2026
E. W.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Feb 18, 2026
N. C.
Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Mar 10, 2026
F. S.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Mar 12, 2026
J. C.
President
Mobile Phone
Email
Aug 11, 2025

Frequently Asked Questions

What is Charter Oak Financial known for?

Charter Oak Financial was founded in 1886 operates in the Financial Services industry. The company's main headquarters is located in 330 Whitney Avenue Suite 600 Holyoke, Massachusetts 01040 United States. Explore Charter Oak Financial's company overview page for more information.

What is Charter Oak Financial's most common email format?

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

How many employees does Charter Oak Financial have currently?

Charter Oak Financial has approximately 168 employees as of March 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Charter Oak Financial's key employees and leadership?

As of March 2026, Charter Oak Financial's key employees include:

Chief Information Officer: D. R.
Chief Financial Officer: E. W.
Chief Operating Officer: N. C.
Chief Financial Officer: F. S.
Chief Of Staff: A. D.

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