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Charter Trust

Charter Trust

Concord, NH

We have found contact information containing phone numbers and email addresses for Charter Trust. The industry of the company is Investment Management. Charter Trust is based at 90 N Main St, Concord, NH 03301. The company uses products and components, such as And Eleemosynary Organizations, Businesses, Customer- Driven Creation And Management Of Wealth For Individuals, Estate Planning, and Families. The company operates in the following fields: Investment Management, Trust Services, Trustee of Trust Fund Management, Estate Planning, and Financial Planning. The head of the company - Steven Albrecht - holds the position of CEO. The company was founded on 6/28/1984.

Company Details

Last Update
Jul 13, 2022
Doing business as
Charter Trust Company
Charter Trust Co
Location
90 N Main St, Concord, NH 03301
Phone
(***) ***-1350
(***) ***-0760
(***) ***-5903
(***) ***-1135
Industry
Investment Management
Category
Trust Companies
Financial Planning Consultants
Attorneys
Estate Planning & Administration Attorneys
Specialties
Investment Management
Trust Services
Trustee of Trust Fund Management
Estate Planning
Founded
1984
Number of Employee
11-50 employees
Products
And Eleemosynary Organizations
Businesses
Customer- Driven Creation And Management Of Wealth For Individuals
Estate Planning
SIC
6163 - Loan Brokers
SIC6
673301 - Trust Service
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Areas served
Vermont, Maine, New Hampshire

Decision Makers

Sargent Faye
Vice President And Wealth Advisor
Cindy Dripchak
General Manager

Employees

Douglas Tengdin
Managing Director
Devin Cowette
Vice President And Investment Officer
Brian A Bickford
Senior Vice President And Portfolio Manager
Melissa Marean
Chief Executive Officer
James O'leary
Associate
Jeanne Owens
Tax Manager
Paula Merrill
Account Manager And Finance Specialist
Susan Diluzio
Financial Accounting Manager
David Bryan
Treasurer
Bette Kapp
Senior Vice President And Wealth Advisor

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