What departments does Charter Trust have?

Charter Trust has employees across 1 departments including Finance.

What is the largest department at Charter Trust?

The largest department at Charter Trust is Finance with 1 employees.

Where are Charter Trust employees located globally?

Charter Trust has employees across 1 continents and 1 countries including United States Of America.

How has Charter Trust's team size changed over time?

Charter Trust's team has decreased from approximately 6 to 5 employees based on available data.

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Charter Trust Employee Directory

Investment ManagementNew Hampshire, United States11-50 Employees

Charter Trust is an investment management firm based in Concord, New Hampshire. Founded in 1984, it provides wealth creation and management services delivered by a cohesive team of investment, tax, and planning specialists who are available to clients wherever they prefer. The firm emphasizes a client focused approach, aiming to support a broad spectrum of savers from those just starting to save to individuals managing assets accumulated over a lifetime.

Within the investment management sector, Charter Trust positions itself as a locally oriented advisory partner that combines planning and investment oversight to help clients achieve their financial goals. A recent development includes the appointment of Donald Bisson as Senior Vice President and Senior Investment Officer in 2022, reflecting leadership expansion.

Charter Trust Global Highlights

North America
34

United States Of America
34

Charter Trust's Leadership

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
K. W.
Director Of Wealth Services
Mobile Phone
Email

Charter Trust Employee Metrics

100%

50%

2026

2025

Banking
Information Security
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Charter Trust

Name

Title

Contact Info

Location

Last Update

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

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 July 2026. These team members are located across 1 continents, including North America.

Who are Charter Trust's key employees and leadership?

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

Vice President And Investment Officer: M. B.
Vice President Of Customer Service: S. F.
Vice President Of Customer Service: S. F.
Director Of Wealth Services: K. W.

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Charter Trust Employee Directory

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