Cindi Carbino

Chief Operating Officer, Chief Financial Officer

Cindi joined Charter Oak Capital Management in August 2024. As Director of Administration and Finance, Cindi oversees the firm’s finance and accounting, human resources, facilities, and information technology functions. As a member of the firm’s leadership team, she ensures that these critical areas operate efficiently and are strategically aligned with the company’s objectives, while fostering a collaborative environment that enhances overall performance.

With extensive controllership experience in the financial sector, Cindi brings a proven track record of developing productive teams, driving continuous improvement, and delivering results at leading firms such as JP Morgan, Royal Bank of Scotland, and AIG. Cindi holds a B.S. in Accounting and is also an ICF-certified coach with expertise in leadership development and executive coaching to further enhance organizational effectiveness.

Originally from Connecticut, Cindi spent most of her career in the greater NYC region, with vacation time in Ogunquit, ME. She now resides in Portsmouth, NH and embraces life in the Seacoast area.

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 Director

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

Client Service Lead

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.

Taylor Auty

Client Service 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.} 

Jennifer Harley

Administrative Associate

Jennifer Hartley joined Charter Oak Capital Management in 2024 as an Administrative Associate providing a high-touch concierge service to internal and external clients. Overseeing and supporting Charter Oak’s Portsmouth, New Hampshire office, Jennifer manages various administrative tasks, ensuring efficient office operations and delivering excellent client service.

An experienced administrative professional, Jennifer brings years of customer service expertise to Charter Oak in roles as a personal assistant, account manager, insurance broker, and military personnel. Contributing to various roles at the firm, her organizational skills, active listening, and proactive approach make her a great team player. Jennifer's meticulous attention to detail and proficiency in office management has been evident throughout her career.

Jennifer lives on the New Hampshire seacoast with her family, where she loves the outdoors, the ocean, and yoga on the beach. She enjoys looking for fabulous fashion at local thrift stores, consignment shops, and yard sales and imagining the stories behind the clothes.