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 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 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 a 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 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.
Having spent her entire career in customer service, including several wealth management institutions, Darci believes in consistently striving to elevate the client experience. As a new mom, most of her downtime is happily spent with her husband and two rescue dogs and watching her son grow and reach milestones. When he goes to bed, she enjoys cooking, reading non-fiction, and writing for her blog.
Christine joined Charter Oak Capital Management in Summer 2003 and is responsible for the administrative management of firm’s three offices.
Widely known for her good nature and charm, Christine is the first and very best person to help connect clients with resources at the firm. She is the primary person who schedules initial appointments, portfolio reviews and telephone calls for clients.
Christine is a native of Maine and has two adult children, Ashley and Alissa. She lives in Sanford, Maine with her husband, Jack.
Anna joined Charter Oak in February 2018. She began her career in compliance with KPMG's Risk Management group in Toronto, Ontario. After returning to her home state of Maine, Anna worked in broker-dealer compliance for Foreside Financial Group, servicing investment advisor firms across the U.S. and internationally.
Anna is a member of the firm's Professional Development Committee.
Anna and her husband, Matt, live in Portland, Maine with their two black cats, Bobo and Ollie. She loves to paint, play piano, ski, and sail in Casco Bay.
What would people be surprised to know about you?I am a music geek who played clarinet in orchestra and marching band throughout school. I play classical music on piano, but rap and rock are my two other favorite genres!
If you weren’t in this profession, what else would you be doing?A statistician or logistics engineer. Or a LEGO model designer!
What did you want to be when you grew up?An artist – something that involves building, designing, or creating things with my hands. The critical thinking required in my profession needs to be balanced with creativity, so I enjoy painting with oil on canvas and have recently started learning woodworking skills.
What do you think are the best skills that you bring to your job?I dissect industry-specific information into approachable language that anyone can understand, no matter their background knowledge. I think people can learn anything if the information is well presented.
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.
Bee Jay joined Charter Oak in 2012. Her main role is keeper of the firm's digital records and management of its imaging database, but her many talents are widespread and she may be found in a variety of capacities whenever the need arises. She is a fully integrated member of the Charter Oak team, creating a sense of trust, value and accountability.
Bee Jay has over 50 years of office administration experience, having worked for many prominent business and law firms in the New Hampshire seacoast community. Bee Jay lives in Portsmouth, NH and is a rabid New England Patriots fan.
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 cat Smudge.