Charter Oak Capital Management

Description

Address: 10 Wright St #230, Westport, CT 06880 Phone: (203) 221-4752: Hours: Website: : Place name: : : : Category: : Website: http://charteroak-equity.com/ Category: Manufacturer Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Charter Oak Equity Posting publicly on the Web Write a review Reviews Be the first to review

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Charter Oak Capital Management Employees

Employee
Years
Job
Industry
Cynthia C. O'Rourke, CFP® Cynthia C. O'Rourke, CFP® Portland, Maine Area Details
Cynthia C. O'Rourke, CFP®'s Charter Oak Capital Management Experience February 2009 - January 2011
Job Senior Vice President/Senior Client Advisor
Industry Financial Services
Experience
Spinnaker Trust  January 2011 - Present
Charter Oak Capital Management   February 2009 - January 2011
Fidelity Investments  July 1992 - February 2009
CSA Financial Corp   June 1989 - April 1991
BAII Banking Corporation   1985 - 1988

Skills
Investments, High Net Worth..., Strategic Financial..., Series 7, Series 63, Investment Advisory, Mutual Funds, Series 65

Education
College of the Holy Cross   1981 — 1985
BA, Economics/French

Le Sorbonne   1983 — 1984

West Essex   1978 — 1981

David Canuel David Canuel Hartford, Connecticut Area Details
David Canuel's Charter Oak Capital Management Experience April 1996 - December 2000
Job
Industry Investment Management
Experience
Babson Capital Management LLC  January 2001 - Present
Charter Oak Capital Management   April 1996 - December 2000
Aetna Bond Investors   1987 - 1996

Skills
Alternative Investments, Financial Models - RMBS, Financial Models - Auto..., Financial Models -..., RMBS Analysis, Esoteric ABS Analysis, Fluent in Spanish, C++, VBA, Intex subroutines, Default and severity..., Analysis, Investments, Structured Products, Fixed Income, ABS, Residential Mortgages, Asset Management, Portfolio Management, Accounting, Financial Modeling, Hedge Funds, Private Equity, CDO, Corporate Finance, Financial Analysis, Bloomberg, Securities, Loans, Intex, Capital Markets

Education
Rensselaer Polytechnic Institute at Hartford   1987 — 1992
M.S., Computer Science

M.I.T.   1985 — 1987
M.S.M., Finance

Amherst College   1981 — 1985
B.A., Economics

Lena Wyand Lena Wyand Portsmouth, New Hampshire Details
Lena Wyand's Charter Oak Capital Management Experience October 2007 - Present
Job Partner & Financial Advisor at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management   October 2007 - Present
Vitale Caturano  September 2002 - June 2007
Arthur Andersen  1999 - 2001

Skills
Accounting

Education
Boston University   2003 — 2006
Certificate Program, Financial Planning

Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2001

Erich Prinz Erich Prinz Austin, Texas Area Details
Erich Prinz's Charter Oak Capital Management Experience 1995 - 1997
Job Business Technology Architects
Industry Information Technology and Services
Experience
BPI Systems   December 1999 - Present
Apple Computer  January 2000 - June 2003
RER Financial, Reston, VA   September 1997 - December 1999
Charter Oak Capital Management   1995 - 1997
Charter Oak Capital Management   1995 - 1997

Skills
Strategic Planning, Team Building, Project Management, Business Development, Team Leadership, Program Management, Solution Selling, Marketing, Customer Service, Operations Management, CRM, Salesforce.com, Networking, Business Process..., System Administration, Leadership, Management, Disaster Recovery, Strategy, SaaS

Education
Texas A&M University   1982 — 1986
BS, Government Administration, Tourism

Jeff Troiano Jeff Troiano Portland, Maine Area Details
Jeff Troiano's Charter Oak Capital Management Experience October 1992 - Present
Job Managing Partner at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management   October 1992 - Present

Skills
Portfolio Management, Investment Advisory, Retirement Planning, Strategic Planning, Investment Management, Business Development, Series 7, Banking, Finance, Financial Advisory, Investments, Mutual Funds, Risk Management, Series 63, Strategic Financial..., Investment Strategies, Wealth Management, Wealth Management...

Education
Saint Michael's College   1983 — 1987
B.A., Business

Charlie Merry Charlie Merry Kennebunkport, Maine Details
Charlie Merry's Charter Oak Capital Management Experience May 2015 - Present
Job Summer Intern at Charter Oak Capital Management
Industry
Experience
Charter Oak Capital Management   May 2015 - Present
Stripers   May 2014 - Present
Saint Michael's College  August 2012 - Present
Nonantum Resort   June 2011 - August 2013

Skills
Social Media, Public Speaking, Research, Event Planning, Fundraising, Social Networking, Higher Education, Teaching, Facebook, Management

Education
Saint Michael's College   2012 — 2016
Bachelor's Degree, Business Administration and Economics

Ellen Kerschensteiner Ellen Kerschensteiner Boston, Massachusetts Details
Ellen Kerschensteiner's Charter Oak Capital Management Experience December 2011 - January 2012
Job Senior Analyst at Hill Holliday
Industry Marketing and Advertising
Experience
Hill Holliday  January 2015 - Present
The Amundsen Group - an IMS Health company  October 2014 - December 2014
The Amundsen Group - an IMS Health company  August 2013 - September 2014
Wellesley College  September 2009 - May 2013
United States Attorney's Office  June 2012 - August 2012
Office of Jury Commissioner   February 2012 - May 2012
Charter Oak Capital Management   December 2011 - January 2012
Charter Oak Capital Management   June 2011 - August 2011
Mountain Tops, Inc.   May 2010 - August 2011

Skills
Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Stata, Economics, French, Research, Statistics, Customer Service, Editing, SQL, Public Speaking, Data Entry, Tableau

Education
Wellesley College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Massachusetts Institute of Technology   2013 — 2013
Cross Registered Student, Management

Kennebunk High School   2005 — 2009

Eugene Akerberg Eugene Akerberg Greater Boston Area Details
Eugene Akerberg's Charter Oak Capital Management Experience 1994 - Present
Job
Industry Financial Services
Experience
Charter Oak Capital Management   1994 - Present
Akerberg & Reimers, CPA's   1980 - 2003

Education
University of Colorado at Boulder
Bachelor of Science (BS), Cum Laude - Business

Todd Cesca Todd Cesca Portland, Maine Area Details
Todd Cesca's Charter Oak Capital Management Experience March 2002 - Present
Job Partner & Relationship Manager at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management   March 2002 - Present
Morgan Stanley  2000 - 2002
Maine State Planning Office  1999 - 1999

Skills
Financial Planning, Research, Economics, Investments, Chartered Retirement..., Coaching, Financial Advisory, Strategic Financial..., Finance, Series 7, Strategic Planning, Portfolio Management, Investment Advisory, Fixed Income, Equities, Asset Management, Strategy, Wealth Management, Management, Mutual Funds

Education
University of Southern Maine   1997 — 1999
Edmund S. Muskie School of Public Service, Master of Public Administration (MPA), Economic Analysis

University of New England   1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts

Ben Willauer Ben Willauer Portland, Maine Details
Ben Willauer's Charter Oak Capital Management Experience April 2009 - May 2011
Job Portfolio management & business development professional
Industry Investment Management
Experience
The Nature Conservancy of Maine   2010 - Present
Hurricane Island Foundation   September 2008 - Present
Willauer Prosky Willauer Asset Management   April 2012 - December 2014
Thompson Island Outward Bound  June 2006 - May 2013
Ram Trust Services  May 2011 - June 2012
Charter Oak Capital Management   April 2009 - May 2011
UBS Wealth Management  February 2006 - April 2009
Thompson Island Outward Bound  1996 - 2006

Skills
Alternative Investments, Portfolio Management, Non-profits, Fundraising, Public Speaking, Program Development, Leadership Development, Strategic Planning, Event Planning, Research, Team Building, Strategic Financial..., Organizational..., Corporate Governance, Series 7, Series 63, Nonprofits, High Net Worth..., Leadership, Staff Development, Grant Writing, Entrepreneurship, Estate Planning, Workshop Facilitation, Asset Allocation, Mutual Funds, Management, Investments, Community Outreach, Coaching, Investment Strategies, Hedge Funds, Asset Management, Wealth Management, Event Management, Risk Management, Budgets, Social Media, Volunteer Management, Strategy, Start-ups, Finance, Investment Advisory, Philanthropy, Stewardship, Mergers & Acquisitions, Governance, Small Business

Education
New York University   1995 — 1999
Bachelor of Arts, Expeditionary Learning

Studio Arts Centers International   1994 — 1995
Sculpture

Waynflete School   1989 — 1994

Elizabeth Ward Elizabeth Ward Springfield, Massachusetts Area Details
Elizabeth Ward's Charter Oak Capital Management Experience April 1996 - December 2000
Job
Industry Insurance
Experience
MassMutual  November 2007 - Present
Babson Capital Management  August 2001 - December 2007
American Skandia Life Assurance Company   2001 - 2001
Charter Oak Capital Management   April 1996 - December 2000
Aetna Life & Casualty  June 1986 - April 1996

Education
University of Rochester   1982 — 1986
BA, Economics, Spanish

William H Hall High School   1979 — 1982

Jonathan Cottrell Jonathan Cottrell Portland, Maine Area Details
Jonathan Cottrell's Charter Oak Capital Management Experience May 2008 - Present
Job Principal, Charter Oak Capital Management
Industry Investment Management
Experience
Charter Oak Capital Management   May 2008 - Present
Camden National Corporation  January 2006 - April 2008
Fidelity Investments  January 1996 - July 2005

Education
Babson College - Franklin W. Olin Graduate School of Business   1997 — 1999
MBA, Business

Wittenberg University   1983 — 1987
BA, Business

Samuel Reid Samuel Reid Greater Boston Area Details
Samuel Reid's Charter Oak Capital Management Experience May 2007 - Present
Job Financial adviser at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management   May 2007 - Present

Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory

Education
University of Maine School of Law   1979 — 1982
JD

University of New Hampshire -- Peter T. Paul College of Business and Economics   1973 — 1977
BA, Economics

Richard Sega Richard Sega Hartford, Connecticut Area Details
Richard Sega's Charter Oak Capital Management Experience April 1996 - January 2001
Job Chief Investment Officer at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management  January 2001 - Present
Charter Oak Capital Management   April 1996 - January 2001
Aeltus Investment Management  March 1992 - April 1996
The Phoenix Companies  1985 - 1992
The Travelers Insurance Company  July 1974 - July 1985

Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation

Education
Columbia University in the City of New York   1972 — 1974
MA, Mathematical Statistics

Fordham University   1968 — 1972
BA, Mathematics

Nancy Malley Nancy Malley Hartford, Connecticut Area Details
Nancy Malley's Charter Oak Capital Management Experience 1994 - 2001
Job Investment Accounting at Cigna Investment Management
Industry Health, Wellness and Fitness
Experience
Cigna  2001 - Present
Cigna  2001 - Present
Charter Oak Capital Management   1994 - 2001

Skills
Financial Analysis, Investments, Financial Reporting, Process Improvement, Finance, Analysis, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Portfolio Management

Education
Rensselaer Polytechnic Institute at Hartford
Master of Business Administration, Management

University of Maryland College Park
Bachelor of Science, Finance

Karen Zaramba Karen Zaramba Portsmouth, New Hampshire Details
Karen Zaramba's Charter Oak Capital Management Experience March 2011 - Present
Job Senior Financial Planner at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management   March 2011 - Present
Capital L   September 2009 - March 2011
Wells Fargo Advisors  September 2005 - September 2009

Education
Villanova University   1980 — 1984
Bachelor of Science (BS), Business Administration

Seton Hall University
Master of Business Administration (MBA)