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About Us | Recent News
Portland, Maine, February 6, 2009 – Cindy O’Rourke has joined Charter Oak Capital Management, as a Senior Vice President and Senior Financial Advisor, responsible for Client Relations, Advisory and Portfolio Management. “I’m excited to be part of a successful and independent Maine-based advisory firm” and to have the opportunity to work with such an exceptional group of professionals”, said Cindy. “I look forward to being a truly independent advocate for individuals and families, helping them plan, analyze and invest for the future.” Cindy has over 20 years of investment experience and has spent the last seventeen years as Vice President and Senior Account Executive for Fidelity Investments’ Private Client Group in Portland. A graduate of the College of the Holy Cross, Cindy is a Certified Financial Planner and holds numerous FINRA securities designations and insurance licenses. Cindy, her husband Jim and their three children, reside in Cape Elizabeth. ABOUT CHARTER OAK CAPITAL MANAGEMENT - An independent Maine-based investment advisory and management firm with offices in Portland, Kennebunk and Portsmouth, N.H. Charter Oak delivers a full range of retirement, multi-generational family planning and investment services as well as endowment management, throughout Northern New England.
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Cindy O’Rourke