Charter Oak Capital Management Welcomes Cindi Carbino as Director of Administration and Finance
As Director of Administration and Finance, Cindi oversees the firm’s finance, human resources, facilities, and information technology functions.
Year-End Checklist: Required Minimum Distributions and Charitable Giving
As we enter the holiday season, we know there are many things to get done. One of those here at Charter Oak is ensuring all our clients have taken their Required Minimum Distributions (RMD).