What departments does Charter Oak Financial have?

Charter Oak Financial has employees across 7 departments including Solutions Engineering, Administrative, Real Estate, Finance, Banking.

What is the largest department at Charter Oak Financial?

The largest department at Charter Oak Financial is Finance with 4 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 154 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
229

United States Of America
229

Asia
1

India
1

Charter Oak Financial's Leadership

T. O. C. C.
Cfp®, Partner, Financial Guide Solutions Team At Charter Oak Financial
Mobile Phone
Email
S. M.
Senior Vice President
Mobile Phone
Email
J. C.
Managing Director
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

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 Info

Location

Last Update

M. L. C. C.
Agency Supervisory Officer
Mobile Phone
Email
Oct 21, 2024
P. B.
Technology Coordinator And Bookkeeper
Mobile Phone
Email
Jul 08, 2025
P. M.
Investment Specialist
Mobile Phone
Email
Oct 16, 2024
R. S.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
S. C.
Office Coordinator
Mobile Phone
Email
Oct 16, 2024
R. L.
Agency Supervisory Officer
Mobile Phone
Email
Jul 07, 2026
E. L.
Financial Advisor
Mobile Phone
Email
Aug 02, 2026

Frequently Asked Questions

What is Charter Oak Financial known for?

Charter Oak Financial was founded in 1886 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 . 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 165 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Cfp®, Partner, Financial Guide Solutions Team At Charter Oak Financial: T. O. C. C.
Senior Vice President: S. M.
Managing Director: J. C.
Office Manager: B. G.
Asset Manager: S. G.

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Charter Oak Financial Employee Directory

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