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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.

Find Charter Trust employees' phone numbers or email addresses

Charter Trust Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Charter Trust's Leadership

  • Vice President And Investment Officer at Charter Trust
    M. B.
    Vice President And Investment Officer
    Mobile Phone
  • Vice President Of Customer Service at Charter Trust
    S. F.
    Vice President Of Customer Service
    Mobile Phone
  • Vice President Of Customer Service at Charter Trust
    S. F.
    Vice President Of Customer Service
    Mobile Phone
  • Director Of Wealth Services at Charter Trust
    K. W.
    Director Of Wealth Services
    Mobile Phone

Charter Trust Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Security
  • Other

Contact profiles from Charter Trust

Name
Title
Contact
Location
Last Update
  • Vice President And Investment Officer at Charter Trust
    M. B.
    Vice President And Investment Officer
    Mobile Phone
    Oct 16, 2024
  • Vice President Of Customer Service at Charter Trust
    S. F.
    Vice President Of Customer Service
    Mobile Phone
    Oct 21, 2024
  • Vice President Of Customer Service at Charter Trust
    S. F.
    Vice President Of Customer Service
    Mobile Phone
    Oct 21, 2024
  • Director Of Wealth Services at Charter Trust
    K. W.
    Director Of Wealth Services
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Charter Trust known for?

Minus sign iconPlus sign iconCharter Trust was founded in 1984 and operates in the Investment Management industry. You can contact Charter Trust's 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?

Minus sign iconPlus sign iconCharter Trust employees' email format typically follows the pattern of FLast@chartertrust.com. 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?

Minus sign iconPlus sign iconCharter Trust has approximately 24 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Charter Trust's key employees and leadership?

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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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