facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck
%POST_TITLE% Thumbnail

Charter Oak Capital Management Expands Advisory Team

PORTSMOUTH, N.H., November 16, 2022 – Charter Oak Capital Management, a wealth management firm dedicated to bringing independent advice to New England’s top earners, is pleased to announce the addition of James Bossieux. MBA, CFP®, CIMA® as Financial Advisor. 

James joins Charter Oak with more than a decade of experience at Vanguard, one of the largest asset managers in the world. As the newest member of Charter Oak’s team, James looks forward to helping people achieve financial independence and confidence – one of his greatest passions. 

“We are thrilled to have James’ energy, investment expertise, and financial planning knowledge on the Charter Oak team as we work together to serve our growing roster of clients in New England and beyond,” said Jeffrey Troiano, Charter Oak’s Founder and Managing Partner. 

Charter Oak’s team of financial advisors are fiduciaries who help clients make smart financial and life decisions through detailed financial planning, investment management and financial guidance. Charter Oak advisors set themselves apart by being their client’s biggest financial advocate, goal seeker and financial life coordinator. 

James lives in Andover, MA with his wife, their three children and their golden retriever. He holds an MBA from the University of South Carolina and a BA from North Carolina State University. James is active in his community, serving as head coach of several youth soccer teams, Treasurer of the Andover Soccer Association Board, and Finance Chair for Andover's South Church.  

To learn more about James, click here.

About Charter Oak Capital Management
For nearly 30 years, Charter Oak has supported the wealth management needs of New England’s top earners. With offices in Portsmouth, NH, Kennebunk and Portland, ME, the firm has 5 partners and 16 employees, and currently manages approximately $1b in assets.