Charter Trust
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Charter Trust Employees
Employee
Years
Job
Industry
Christine L Donovan, CFCS Christine L Donovan, CFCS's Charter Trust Experience 2005 - Present
Job Senior Partner Chief Operating Officer at Charter Trust Company
Industry Investment Management
Experience
Charter Trust 2005 - Present
Charter Trust 2003 - 2005
Charter Trust 2001 - 2003
Charter Trust 2000 - 2001
Charter Trust 1999 - 2000
Charter Trust 1998 - 1999
Charter Trust 1997 - 1998
Fogarty Associates, Inc. 1996 - 1997
Aeltus Investment Management, Inc. (Aetna subsidiary) March 1995 - June 1996
Aetna July 1994 - March 1995
Skills
Operational Risk..., Compliance, Business Strategy, Business Planning, Data Analysis, Facilities Management, Trust Accounting, Building Renovations, Project Management, Wealth Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Charter Trust 2005 - Present
Charter Trust 2003 - 2005
Charter Trust 2001 - 2003
Charter Trust 2000 - 2001
Charter Trust 1999 - 2000
Charter Trust 1998 - 1999
Charter Trust 1997 - 1998
Fogarty Associates, Inc. 1996 - 1997
Aeltus Investment Management, Inc. (Aetna subsidiary) March 1995 - June 1996
Aetna July 1994 - March 1995
Skills
Operational Risk..., Compliance, Business Strategy, Business Planning, Data Analysis, Facilities Management, Trust Accounting, Building Renovations, Project Management, Wealth Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Bryan Sanford Bryan Sanford's Charter Trust Experience April 2009 - Present
Job Vice President Investment Officer
Industry Investment Management
Experience
Charter Trust April 2009 - Present
Money Basics January 2010 - November 2012
Charter Trust June 2009 - June 2010
United States Marine Corps May 2004 - May 2010
Charter Trust March 2009 - June 2009
Skills
Equities, Investments, Portfolio Management, Asset Management, Excel, Wordpress, Equity Valuation, Asset Managment, Investment Strategies, Microsoft Excel, Investment Management, Valuation, WordPress, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management..., Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Finance, Financial Modeling, Relationship Management, Banking, Financial Advisory
Education
University of New Hampshire 2004 — 2009
BS, Plant Biology
The Derryfield School 2000 — 2004
Charter Trust April 2009 - Present
Money Basics January 2010 - November 2012
Charter Trust June 2009 - June 2010
United States Marine Corps May 2004 - May 2010
Charter Trust March 2009 - June 2009
Skills
Equities, Investments, Portfolio Management, Asset Management, Excel, Wordpress, Equity Valuation, Asset Managment, Investment Strategies, Microsoft Excel, Investment Management, Valuation, WordPress, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management..., Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Finance, Financial Modeling, Relationship Management, Banking, Financial Advisory
Education
University of New Hampshire 2004 — 2009
BS, Plant Biology
The Derryfield School 2000 — 2004
Douglas Tengdin, CFA Douglas Tengdin, CFA's Charter Trust Experience 2000 - Present
Job Chief Investment Officer at Charter Trust Company
Industry Investment Management
Experience
Charter Trust 2000 - Present
CFA Institute 1996 - Present
Banknorth Group 1994 - 2000
State Street Global Advisors 1993 - 1994
Embrace Home Loans 1990 - 1993
Citi 1989 - 1991
Skills
Private Wealth..., Fixed Income Analysis, Equity Analysis, Asset Managment, Portfolio Management, Wealth Management, Investments, Fixed Income, Financial Analysis, Alternative Investments, Investment Strategies, Valuation, Financial Modeling, Investment Management, Equities, Wealth Management..., Credit, Asset Management, High Net Worth..., Estate Planning, Asset Allocation, Banking, Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Institutional..., Strategic Financial..., Bonds, Fund Of Funds, Equity Research, Investment Advisory, Series 7, Trust Services, Hedge Funds, Mutual Funds, Family Office, Trust Management, Equity Valuation, Wealth, Funding, Securities, Trusts, Structured Products, Hedging, Capital Markets, Bloomberg, Finance, Risk Management
Education
Dartmouth College 1978 — 1982
AB
Trinity International University 1983 — 1986
MA
Blake School 1974 — 1978
High School
Charter Trust 2000 - Present
CFA Institute 1996 - Present
Banknorth Group 1994 - 2000
State Street Global Advisors 1993 - 1994
Embrace Home Loans 1990 - 1993
Citi 1989 - 1991
Skills
Private Wealth..., Fixed Income Analysis, Equity Analysis, Asset Managment, Portfolio Management, Wealth Management, Investments, Fixed Income, Financial Analysis, Alternative Investments, Investment Strategies, Valuation, Financial Modeling, Investment Management, Equities, Wealth Management..., Credit, Asset Management, High Net Worth..., Estate Planning, Asset Allocation, Banking, Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Institutional..., Strategic Financial..., Bonds, Fund Of Funds, Equity Research, Investment Advisory, Series 7, Trust Services, Hedge Funds, Mutual Funds, Family Office, Trust Management, Equity Valuation, Wealth, Funding, Securities, Trusts, Structured Products, Hedging, Capital Markets, Bloomberg, Finance, Risk Management
Education
Dartmouth College 1978 — 1982
AB
Trinity International University 1983 — 1986
MA
Blake School 1974 — 1978
High School
Paul Hickey Paul Hickey's Charter Trust Experience October 2014 - Present
Job Wealth Administrator at Charter Trust
Industry Financial Services
Experience
Charter Trust October 2014 - Present
Skills
Marketing, Adobe Illustrator, Adobe InDesign, Proposal Production, Microsoft Office, Microsoft Publisher, PowerPoint development, Newsletter Production, Marketing Automation, Adobe Photoshop, Information Technology, Facebook, Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, InDesign, Teamwork, Photoshop, Research, Event Planning, Time Management, Leadership, Social Networking
Education
University of New Hampshire 2011 — 2015
Bachelor of Arts (BA)
Keene State College 2010 — 2011
Business Management
Bishop Brady High School 2006 — 2010
Charter Trust October 2014 - Present
Skills
Marketing, Adobe Illustrator, Adobe InDesign, Proposal Production, Microsoft Office, Microsoft Publisher, PowerPoint development, Newsletter Production, Marketing Automation, Adobe Photoshop, Information Technology, Facebook, Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, InDesign, Teamwork, Photoshop, Research, Event Planning, Time Management, Leadership, Social Networking
Education
University of New Hampshire 2011 — 2015
Bachelor of Arts (BA)
Keene State College 2010 — 2011
Business Management
Bishop Brady High School 2006 — 2010
Alexandra (Albrecht) Molloy's Charter Trust Experience September 2014 - June 2015
Job Graphic Designer at New Hampton School and Owner at Paperie Mon Amour
Industry Design
Experience
New Hampton School June 2015 - Present
Paperie Mon Amour May 2015 - Present
A. Molloy Creative June 2010 - Present
Charter Trust September 2014 - June 2015
Destination XL Group, Inc. January 2014 - September 2014
Mats Inc. October 2013 - January 2014
Sports Vision Technologies May 2012 - March 2013
Gunstock Ski Club October 2010 - April 2012
Perry & Banks Marketing Communications July 2010 - September 2010
Plymouth State University September 2009 - May 2010
Skills
PowerPoint, Information Architecture, Vector Illustration, Posters, Corporate Identity, Adobe Creative Suite, Graphic Design, InDesign, Advertising, Mac, Social Media, Social Media Marketing, Illustrator, Email Marketing, Photoshop, Web Design, Branding & Identity, Marketing, Editing, Logo Design, Creative Direction, Packaging, Brand Development, Newsletters, Website Development, Brochures, Digital Photography, WordPress, Typography, Online Marketing, Direct Mail, Layout
Education
Plymouth State University 2007 — 2010
BFA, Graphic Design
Carrabassett Valley Academy 2001 — 2006
HS Diploma
New Hampton School June 2015 - Present
Paperie Mon Amour May 2015 - Present
A. Molloy Creative June 2010 - Present
Charter Trust September 2014 - June 2015
Destination XL Group, Inc. January 2014 - September 2014
Mats Inc. October 2013 - January 2014
Sports Vision Technologies May 2012 - March 2013
Gunstock Ski Club October 2010 - April 2012
Perry & Banks Marketing Communications July 2010 - September 2010
Plymouth State University September 2009 - May 2010
Skills
PowerPoint, Information Architecture, Vector Illustration, Posters, Corporate Identity, Adobe Creative Suite, Graphic Design, InDesign, Advertising, Mac, Social Media, Social Media Marketing, Illustrator, Email Marketing, Photoshop, Web Design, Branding & Identity, Marketing, Editing, Logo Design, Creative Direction, Packaging, Brand Development, Newsletters, Website Development, Brochures, Digital Photography, WordPress, Typography, Online Marketing, Direct Mail, Layout
Education
Plymouth State University 2007 — 2010
BFA, Graphic Design
Carrabassett Valley Academy 2001 — 2006
HS Diploma
Angie Sweet's Charter Trust Experience January 2000 - December 2002
Job CoOwner & Broker at The Equinox Agency, LLC
Industry Insurance
Experience
The Equinox Agency, LLC April 2010 - Present
Burr & Burton Academy November 2005 - October 2007
Cambridge Trust Company December 2002 - October 2005
Charter Trust January 2000 - December 2002
Skills
Investments, Budgets, Financial Analysis, Small Business, Insurance, Accounting, Payroll, Strategic Planning
Education
Mitchell College 1988 — 1989
Cannon Trust School, Boston University
The University of Montana
The Equinox Agency, LLC April 2010 - Present
Burr & Burton Academy November 2005 - October 2007
Cambridge Trust Company December 2002 - October 2005
Charter Trust January 2000 - December 2002
Skills
Investments, Budgets, Financial Analysis, Small Business, Insurance, Accounting, Payroll, Strategic Planning
Education
Mitchell College 1988 — 1989
Cannon Trust School, Boston University
The University of Montana
Lynne Ford Lynne Ford's Charter Trust Experience July 2003 - Present
Job Wealth Advisor for Charter Trust Company
Industry Investment Management
Experience
Charter Trust July 2003 - Present
Skills
Unit Trusts, Wealth Management, Asset Managment, Estate Planning, Managed Funds, IRAs, Roth IRA, Traditional IRA, Estate Administration, Trust Services, Trust Management, Asset Management, Investments, Wealth Management..., Equities, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Alternative Investments, High Net Worth..., Trusts, Wealth, Strategic Financial..., Portfolio Management, Wealth Preservation..., Multi-generational..., Charitable Trusts, Intergenerational..., Holistic Financial..., Separately Managed..., Family Office, Financial Planning, Wealth Accumulation...
Education
College for Financial Planning 2012 — 2018
Certified Financial Planner
Rivier College 1999 — 2003
BA, Law & Government
Mascoma Valley Regional High School 1996 — 1999
Charter Trust July 2003 - Present
Skills
Unit Trusts, Wealth Management, Asset Managment, Estate Planning, Managed Funds, IRAs, Roth IRA, Traditional IRA, Estate Administration, Trust Services, Trust Management, Asset Management, Investments, Wealth Management..., Equities, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Alternative Investments, High Net Worth..., Trusts, Wealth, Strategic Financial..., Portfolio Management, Wealth Preservation..., Multi-generational..., Charitable Trusts, Intergenerational..., Holistic Financial..., Separately Managed..., Family Office, Financial Planning, Wealth Accumulation...
Education
College for Financial Planning 2012 — 2018
Certified Financial Planner
Rivier College 1999 — 2003
BA, Law & Government
Mascoma Valley Regional High School 1996 — 1999
Veronica Peterson Veronica Peterson's Charter Trust Experience September 2014 - Present
Job Investment Administrator at Charter Trust
Industry Financial Services
Experience
Charter Trust September 2014 - Present
Vassar College September 2010 - May 2014
Charter Trust May 2013 - January 2014
Skills
Chinese, Communication, Data Management, Quantitative Research, Event Planning, Publications, Editing, GC-MS, Organizational..., Investment Research, Digital Archiving, Public Speaking, Microsoft Excel
Education
Vassar College 2010 — 2014
Bachelor of Arts (BA), Anthropology, Chinese
Qingdao University 2012 — 2012
Summer Immersion Program, Chinese
Concord High School (NH) 2006 — 2010
St. Paul's School 2009 — 2009
Advanced Studies Program, International Terrorism and Political Violence
Charter Trust September 2014 - Present
Vassar College September 2010 - May 2014
Charter Trust May 2013 - January 2014
Skills
Chinese, Communication, Data Management, Quantitative Research, Event Planning, Publications, Editing, GC-MS, Organizational..., Investment Research, Digital Archiving, Public Speaking, Microsoft Excel
Education
Vassar College 2010 — 2014
Bachelor of Arts (BA), Anthropology, Chinese
Qingdao University 2012 — 2012
Summer Immersion Program, Chinese
Concord High School (NH) 2006 — 2010
St. Paul's School 2009 — 2009
Advanced Studies Program, International Terrorism and Political Violence
Mark Cross Powers Mark Cross Powers's Charter Trust Experience March 1998 - December 2004
Job Senior Vice President at People's United Bank
Industry Financial Services
Experience
People's United Bank January 2013 - Present
US Trust March 2006 - October 2012
TD Bank Group January 2005 - March 2006
Charter Trust March 1998 - December 2004
Skills
Estate Planning, Asset Managment, Series 7, Investments, Wealth Management..., Strategic Financial..., Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Trusts, Banking, Investment Management, Wealth, High Net Worth..., Asset Management, Financial Planning, Wealth Management
Education
Roger Williams University 1986 — 1989
BA, Political Science & Economics
University of Maine 1985 — 1986
People's United Bank January 2013 - Present
US Trust March 2006 - October 2012
TD Bank Group January 2005 - March 2006
Charter Trust March 1998 - December 2004
Skills
Estate Planning, Asset Managment, Series 7, Investments, Wealth Management..., Strategic Financial..., Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Trusts, Banking, Investment Management, Wealth, High Net Worth..., Asset Management, Financial Planning, Wealth Management
Education
Roger Williams University 1986 — 1989
BA, Political Science & Economics
University of Maine 1985 — 1986
Mark Ungewitter's Charter Trust Experience 2007 - Present
Job Investment Officer at Charter Trust
Industry Investment Management
Experience
Charter Trust 2007 - Present
Investors Bank & Trust 2000 - 2007
Skills
Fixed Income, Equities, Asset Managment, Asset Allocation, Estate Planning, Wealth Management, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Derivatives, Securities, Bonds, Financial Analysis, Wealth Management..., Financial Markets, Financial Modeling, Valuation
Education
Bentley University
M.S.
Charter Trust 2007 - Present
Investors Bank & Trust 2000 - 2007
Skills
Fixed Income, Equities, Asset Managment, Asset Allocation, Estate Planning, Wealth Management, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Derivatives, Securities, Bonds, Financial Analysis, Wealth Management..., Financial Markets, Financial Modeling, Valuation
Education
Bentley University
M.S.
Judith Goodnow's Charter Trust Experience January 1996 - June 2003
Job SVP & Trust Officer at Cambridge Trust Company of NH
Industry Banking
Experience
Cambridge Trust Company March 2012 - Present
Citizens Bank 2003 - March 2012
Charter Trust January 1996 - June 2003
New London Trust (nka Charter Trust) 1996 - 2001
First NH n/k/a Citizens Bank March 1989 - January 1996
Amoskeag Bank, which became First NH as a new company 1989 - 1991
State of New Hampshire, DHHS 1979 - 1989
Skills
Wealth Management, Trusts, Estate Planning, Risk Management, Wealth
Education
New England School of Banking, at Williams College 1994 — 1995
Certificate in Trust
Indiana University Bloomington
BA, English, with double minor in French and history
The University of Memphis—Cecil C. Humphreys School of Law
Juris Doctor
Cambridge Trust Company March 2012 - Present
Citizens Bank 2003 - March 2012
Charter Trust January 1996 - June 2003
New London Trust (nka Charter Trust) 1996 - 2001
First NH n/k/a Citizens Bank March 1989 - January 1996
Amoskeag Bank, which became First NH as a new company 1989 - 1991
State of New Hampshire, DHHS 1979 - 1989
Skills
Wealth Management, Trusts, Estate Planning, Risk Management, Wealth
Education
New England School of Banking, at Williams College 1994 — 1995
Certificate in Trust
Indiana University Bloomington
BA, English, with double minor in French and history
The University of Memphis—Cecil C. Humphreys School of Law
Juris Doctor
Brian Bickford's Charter Trust Experience September 1997 - March 2002
Job SVP and Portfolio Manager at Citizens Bank
Industry Investment Management
Experience
Citizens Bank March 2002 - Present
Charter Trust September 1997 - March 2002
SunTrust Bank November 1989 - September 1997
Skills
Portfolio Management, Equity Research, New Business Development
Education
Florida International University 1992 — 1994
Master of Science, Finance
University of Maine 1986 — 1989
Bachelor of Science, Business Administration
Citizens Bank March 2002 - Present
Charter Trust September 1997 - March 2002
SunTrust Bank November 1989 - September 1997
Skills
Portfolio Management, Equity Research, New Business Development
Education
Florida International University 1992 — 1994
Master of Science, Finance
University of Maine 1986 — 1989
Bachelor of Science, Business Administration