CHARTER OAK CAPITAL MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 120870). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Scott Troiano | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| Todd Michael Cesca | PARTNER | — |
| Lena Wyand | PARTNER | — |
| Karen Lee Zaramba | PARTNER | — |
| Sarah Serling Clapp | PARTNER; PARTNER/CEO | — |
| Emma K Bean | PARTNER, SENIOR FINANCIAL ADVISOR | — |
| Cindi Carbino | CFO, COO | — |
| Deanna Bowen Hutchinson | CHIEF COMPLIANCE OFFICER | — |
| TROIANO JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER/PRESIDENT/OWNER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT | — |
| AKERBERG EUGENE ROBERT | OWNER/VICE PRESIDENT; OWNER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| COTTRELL JONATHAN LONG | MEMBER/SENIOR FINANCIAL ADVISOR | — |
| CESCA TODD MICHAEL | PARTNER; RELATIONSHIP MANAGER | — |
| WYAND LENA | PARTNER; SENIOR FINANCIAL ADVISOR | — |
| REID SAMUEL RICHARDSON | PARTNER | — |
| ZARAMBA KAREN LEE | PARTNER | — |
| CLAPP SARAH SERLING | PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| KENNEBUNK | ME | 13 | 800.646.5720 |
| PORTSMOUTH | NH | 13 | 800-646-5720 |