KENNEBUNK, Maine and PORTSMOUTH, NH, January 2, 2024 - Charter Oak Capital Management, a wealth management firm and fiduciary dedicated to bringing independent advice to New England’s top earners, is pleased to announce the promotion of Emma Bean CFP® to Partner and Senior Financial Advisor effective January 1, 2024.
“Emma has exhibited her ability to seek excellence as a Senior Financial Advisor and to bring a can-do attitude, putting service above self toward the continued growth of the firm. We are excited to have Emma’s voice, expertise and dedication on our team as we work toward the long-term growth of the firm,” 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 ongoing guidance. Charter Oak advisors set themselves apart by being their client’s biggest advocate, goal seeker and financial life coordinator.Emma joined Charter Oak in September 2015 and has steadily taken on an increased role and responsibility with the firm’s clients and as part of its leadership team. To learn more about Emma, click here.
About Charter Oak Capital Management
For more than 30 years, Charter Oak has supported the wealth management needs of New England’s top earners and their families. With offices in Portsmouth, New Hampshire and Kennebunk, Maine the firm has 6 partners and 22 employees, and currently manages more than $1b.