Virginia joined Charter Oak as Manager of Operations in June of 2017. Supporting Charter Oak’s leadership team, Virginia provides operational, compliance and technical support to the partners in Charter Oak’s three locations, 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. Before moving to New Hampshire’s Seacoast, she attended graduate school in Roanoke, Virginia and worked as a Washington lobbyist for several years.
Virginia is a native of Washington, DC. She resides in Newfields, New Hampshire with her husband John, and their three-year old son, Britton and one-year-old daughter, Charlotte.
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 and their children Joe and Lindsay and their beloved rescue dog Bama.
SENIOR CLIENT SERVICE ASSOCIATE
Sue joined Charter Oak Capital Management in the Fall of 2001. She oversees the firm’s performance reporting software, client relationship management software, web-based client account access and related computer software.
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 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.
SENIOR CLIENT SERVICE ASSOCIATEmarny@charteroakcm.com
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 watching her son grow and reach milestones. When he goes to bed, she enjoys cooking, reading non-fiction, and writing for her blog.
CLIENT SERVICE ASSOCIATEdarci@charteroakcm.com
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.
RECEPTION AND OFFICE MANAGERchristine@charteroakcm.com
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.
Maghan joined Chart Oak Capital Management in February 2017, spending time at all three of the firm’s office locations. She is a resource for clients to help schedule appointments, portfolio reviews and ad hoc telephone calls with advisors.
Maghan lives in Portland, Maine, where she enjoys visiting the region’s beaches and staying current with the local food scene.
ASSISTANT OFFICE MANAGERmaghan@charteroakcm.com
Laurie joined COCM in July 2018. Laurie has prior experience in the financial management world and is primarily in our Portsmouth office as Administrative Support. She is a resource for clients to schedule appointments with their respective Advisor and also assist Advisors in preparing for their appointments.
Laurie lives in Dover, NH with her sons, Nicholas and Christopher and their dog, Zoe. Laurie enjoys yoga and taking walks with her dog and reading.