Morgan Mosher

Director of Client Services

Morgan joined Charter Oak Capital Management in the winter of 2024, coming from a robust background in consulting, where she specialized in solving workplace, organizational, and operational challenges across the country. Her expertise in strategic workplace design and talent management has driven organizational success and innovation, making her a key addition to the Charter Oak leadership team.

As the Director of Client Operations, Morgan is responsible for overseeing and optimizing all aspects of Charter Oak's operations. Her role ensures seamless coordination between departments and the implementation of best practices to enhance productivity and customer satisfaction. Morgan is passionate about creating dynamic work environments that not only meet the current needs of businesses but also lead them confidently into the future.

In addition to her professional achievements, Morgan is a co-founder of the Kita Center, a 501(c)(3) organization dedicated to preventing suicide by building intentional environments that foster connections and engage individuals in lifelong mental wellness. The Kita Center, born from the pioneering efforts of the Mosher siblings, has evolved from a summer camp for children grieving a loved one's suicide into a broad-reaching initiative offering support, education, and community for those affected by suicide and suicide risk.

Morgan lives in Newmarket with her partner, Colin, their two children, and a variety of animals. They enjoy the balance of community engagement and the tranquility of their home life.

RETIREMENT DREAM

_{Morgan envisions retirement at a beach house in Costa Rica, where she can enjoy the sun and sand while providing a welcoming space for family and friends to gather and create lasting memories.}

What would people be surprised to know about you?
Morgan has a fervent obsession with "Antiques Roadshow" and can frequently be found thrifting or rummaging through sidewalk piles in search of hidden treasures. Her passion for uncovering the stories and values behind vintage finds illuminates her appreciation for history and the untold stories of everyday objects.

If you weren’t in this profession, what else would you be doing?
Given her dedication to mental wellness and community service, Morgan likely would have pursued a career in counseling, focusing on adolescent and family therapy.

What did you want to be when you grew up?
Inspired by the stories of pioneering explorers, Morgan dreamed of becoming an archaeologist, uncovering ancient civilizations and bringing their stories to life.

What do you think are the best skills that you bring to your job?
Morgan excels in empathetic leadership and strategic planning, skills honed through her extensive experience in consultancy and her personal commitment to the Kita Center. She brings a unique blend of compassion, innovation, and operational acumen to Charter Oak, driving the firm toward excellence while maintaining a focus on the well-being of both clients and staff. 

Sue Ross-Wentworth

Technology Manager

Sue has overseen Charter Oak Capital Management's various software systems since October 2001. She works with all members of the Charter Oak Team to ensure that COCM's financial advisors have the most accurate and pertinent information to create the best experience possible for our clients.

Cathy Towle

Client Service Manager

Cathy joined Charter Oak Capital Management in July 2010. Cathy previously worked in banking management and served as a commercial account development manager with Ford Motor Credit Company.

As Client Service Manager, Cathy works closely with the service team. She is responsible for handling all necessary documentation to establish new client relationships, providing service to existing clients and supporting the firm’s advisors.

Cathy is a former board member of the Dover Soccer Association and enjoys watching her children in their many school sporting events. She lives in Dover, NH with her husband, Jon, their children, Joe and Lindsay, and their beloved rescue dog, Bama.

Marny Swindell

Senior Client Service Associate

Marny joined Charter Oak Capital Management in the Spring of 2011, bringing experience in client service administration at regional banks, independent brokers and investment advisory firms.

As a Senior Client Service Manager, Marny is responsible for handling client service related matters, providing service to new and existing clients and supporting the firm’s advisors. Widely known for her dedicated and sincere approach to helping clients, Marny is an excellent resource to the firm and for any client looking for help.

Susan Grant

Client Service Associate

Sue joined Charter Oak Capital Management in September of 2022.  She has many years of experience working in the financial services industry, most recently at Per Stirling Capital Management and Investor’s Advantage in Austin, TX.  She also spent many years at Fidelity Investments in Boston, MA.

As a Client Service Associate, Sue is responsible for providing service to clients and supporting the firm’s advisors.

Sue was born and raised in Massachusetts and recently moved back to New England after living in the Austin, TX area for 10 years.  She is very happy to be back near the ocean, mountains, and cooler temperatures again. 

Bachelor of Arts
Pitzer College

Michelle Webber, MBA

Analytics Manager 

Michelle joined Charter Oak as Data Analyst in February of 2020. Michelle manages reconciliations and maintenance of data within Charter Oak’s systems.  She builds and maintains reports and troubleshoots systems issues supporting Charter Oak’s clients, advisors, and staff. 

Michelle has experience in the banking, insurance, and education industries. Previously, Michelle worked as an underwriter at Standard Insurance and Customer Service Assistant Manager at Kennebunk Savings Bank.  She is continuing her education at graduate school, pursuing coursework in Business Analytics.  

Michelle was born and raised in York, Maine, where she returned after attending college in Southern California.  She has a daughter in middle school and a son in pre-school and loves cheering them both on in their sports and activities.  She enjoys the outdoor activities the region has to offer, including hiking, skiing, and paddle boarding. Michelle has a passion for volunteering with local outdoor education organizations.  

Taylor Auty

Administrative Associate

Taylor joined Charter Oak as an Administrative Associate in November of 2020. She previously spent seven years working in hotel sales and operations, where she was known for elevating guest experience with thoughtful details and exceptionally warm customer service.  She is a New England native who returned to the seacoast area of New Hampshire after attending college in San Francisco, California. In her free time she enjoys reading contemporary fiction, baking elaborate pies, and hunting for vinyl records and vintage furniture. She lives in Stratham, NH with her cats Rabbit and Possum.

RETIREMENT DREAM

_{I would love to live somewhere quiet and have a small farm where I could garden, craft, bake, and keep chickens, goats and horses.}