Bachelor of Arts, Political Science
Virginia Tech

Master of Political Science
Hollins University

Virginia Skevington

Operations Manager

Virginia joined Charter Oak as Operations Manager in June of 2017. Supporting Charter Oak’s leadership team, Virginia provides operational and technical support to the partners in Charter Oak’s three locations, manages the firm's professional staff, and assists in the day-to-day operations and long-term execution of the firm's strategic goals.

Virginia brings diverse experience from the nonprofit, private and government sectors. Previously, Virginia ran two arts nonprofit agencies on the Seacoast. A native Washingtonian, prior to moving to New Hampshire’s Seacoast, worked for several years as a federal lobbyist. She received her Bachelor of Arts in Political Science from Virginia Tech and her Master of Political Science from Hollins University, Virginia.

Virginia serves as Vice President of the Board of Directors for Arts in Reach (AIR).  She resides in Newfields, New Hampshire with her husband, John, and their six-year old son, Britton, and four-year-old daughter, Charlotte.

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

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.}