Charter Oak Capital Management Welcomes Morgan Mosher as Director of Client Operations

Charter Oak Capital Management Welcomes
Morgan Mosher as Director of Client Operations

PORTSMOUTH, NH & KENNEBUNK, ME, March, 8 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 addition of Morgan Mosher as Director of Client Operations.

 In her role as Director of Client Operations, Morgan will be responsible for overseeing and optimizing all aspects of Charter Oak's operations, ensuring seamless coordination between departments, and implementing best practices to enhance productivity and client satisfaction.

 "We are thrilled to welcome Morgan to our leadership team," said Jeffrey Troiano, Managing Partner. "With her proven track record of success and leadership skills, Morgan will play a pivotal role in streamlining our operations and driving sustainable growth for our company."

 Morgan brings a long track record driving organizational success through strategic workplace design and talent management. She is passionate about creating dynamic work environments that lead businesses into the future.

 "I am excited to join such a dynamic team and look forward to contributing to its continued success,” said Morgan. “Together, we will strive to deliver operational excellence and exceed the expectations of our clients."

 

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. 

For more information:
Todd Cesca
1-800-646-5720
todd@charteroakcm.com