What departments does Charter Oak Financial have?

Charter Oak Financial has employees across 4 departments including Administrative, Finance, Sales, Information Technology.

What is the largest department at Charter Oak Financial?

The largest department at Charter Oak Financial is Finance with 16 employees.

Where are Charter Oak Financial employees located globally?

Charter Oak Financial has employees across 2 continents and 2 countries including India, United States Of America.

How has Charter Oak Financial's team size changed over time?

Charter Oak Financial's team has decreased from approximately 166 to 156 employees based on available data.

Charter Oak Financial Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Charter Oak Financial is a financial services firm based in Holyoke, Massachusetts, that positions itself as a partner to independent advisory practices at multiple stages of growth. It focuses on helping elite, established, and emerging practices scale their operations while preserving practitioners' independence. The firm combines rigorous, tactical execution with a personalized service approach designed to support independent advisers and their clients. By aligning its services with practitioner autonomy and growth objectives, Charter Oak Financial seeks to elevate the performance and outcomes of its partner firms. In September 2022, Charter Oak Financial announced the appointment of Kristin Scianna as Managing Director for its Norwalk office, reflecting ongoing leadership expansion. The firm maintains a mid-sized team supporting its advisor-partner model.

Charter Oak Financial Global Highlights

North America
231

United States Of America
231

Asia
1

India
1

Charter Oak Financial's Leadership

J. C.
Managing Director
Mobile Phone
Email
S. M.
Senior Vice President
Mobile Phone
Email
B. G.
Office Manager
Mobile Phone
Email
S. G.
Asset Manager
Mobile Phone
Email
P. P.
Financial Representative
Mobile Phone
Email
B. M. S.
Financial Services Professional
Mobile Phone
Email
B. F.
Client Relationship Specialist
Mobile Phone
Email
E. C.
Financial Professional
Mobile Phone
Email

Charter Oak Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Recruiting
Travel
Other
Consultant

Contact profiles from Charter Oak Financial

Name

Title

Contact

Location

Last Update

D. T.
Financial Services Professional
Mobile Phone
Email
Sep 08, 2026
B. H.
Insurance Provider
Mobile Phone
Email
Oct 22, 2024
E. Q.
Financial Services Professional
Mobile Phone
Email
Oct 18, 2024
F. C.
Certified Financial Planner
Mobile Phone
Email
Jul 28, 2024
H. L.
Insurance Provider
Mobile Phone
Email
Oct 22, 2024
J. B.
Financial Services Professional
Mobile Phone
Email
Oct 16, 2024
J. W.
Managing Associate
Mobile Phone
Email
Oct 16, 2024
J. Z.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
K. R.
Financial Services Co
Mobile Phone
Email
Oct 23, 2024
M. L. C. C.
Agency Supervisory Officer
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Charter Oak Financial known for?

Charter Oak Financial was founded in 1886 and operates in the Financial Services industry. 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 FLast@charteroakfinancial.com. 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 160 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

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

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

Managing Director: J. C.
Senior Vice President: S. M.
Office Manager: B. G.
Asset Manager: S. G.
Financial Representative: P. P.

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Charter Oak Financial Employee Directory

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