Charter Trust Employee Directory

Q: What is Charter Trust known for?

Charter Trust was founded in 1984. Charter Trust operates in the Investment Management industry.

Q: How many employees does Charter Trust have currently?

Charter Trust has approximately 24 employees.

Investment ManagementNew Hampshire, United States11-50 Employees

Since 1984 we've been helping our clients create and manage their wealth.  We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them.  We are singularly focused on achieving your financial goals and work every day to earn your trust.  Our clients have diverse requirements - from those who are just starting to save to those who are investing savings from a lifetime of work.

Find Charter Trust employees' phone numbers or email addresses

Charter Trust Global Highlights

North America
29

United States Of America
29

Charter Trust's Leadership

D. G.
Vice President And Wealth Advisor
Mobile Phone
Email
D. M.
Vice President And Wealth Advisor
Mobile Phone
Email
J. M.
Vice President Investment Officer
Mobile Phone
Email
M. B.
Vice President And Investment Officer
Mobile Phone
Email
S. F.
Vice President Of Customer Service
Mobile Phone
Email
S. F.
Vice President Of Customer Service
Mobile Phone
Email
A. C.
Assistant Vice President
Mobile Phone
Email
K. M.
Vice-President
Mobile Phone
Email

Contact profiles from Charter Trust

Name

Title

Contact Info

Location

Last Update

A. C.
Assistant Vice President
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
D. G.
Vice President And Wealth Advisor
Mobile Phone
Email
United StatesNew Hampshire
Jul 27, 2024
D. M.
Vice President And Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 04, 2024
J. M.
Vice President Investment Officer
Mobile Phone
Email
UNITED STATES
Apr 06, 2023
K. M.
Vice-President
Mobile Phone
Email
UNITED STATES
Apr 06, 2023
M. B.
Vice President And Investment Officer
Mobile Phone
Email
Oct 16, 2024
S. F.
Vice President Of Customer Service
Mobile Phone
Email
Oct 21, 2024
S. F.
Vice President Of Customer Service
Mobile Phone
Email
Oct 21, 2024
K. W.
Director Of Wealth Services
Mobile Phone
Email
Oct 23, 2024
B. L.
Operations Asst / ARC Coordinator
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2024

Frequently Asked Questions

What is Charter Trust known for?

Charter Trust was founded in 1984 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-603-224-****

. Explore Charter Trust's company overview page for more information.

What is Charter Trust's most common email format?

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

How many employees does Charter Trust have currently?

Charter Trust has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Charter Trust's key employees and leadership?

As of December 2025, Charter Trust's key employees include:

Vice President And Wealth Advisor: D. G.
Vice President And Wealth Advisor: D. M.
Vice President Investment Officer: J. M.
Vice President And Investment Officer: M. B.
Vice President Of Customer Service: S. F.

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