About
Charter Oak
OUR HISTORY
Building authentic
relationships since 1886.
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us.
It all began in a one-room office out of Western Massachusetts: a handful of agents doing business on a handshake to help their neighbors protect the ones they love.
Today’s Charter Oak is an industry powerhouse with a national footprint, but we haven’t gotten here through innovation alone. We believe our growth was made possible by realizing that connecting to our past—to the days when people looked out for one another—is just as important as breaking the mold.
LEADERSHIP WITH IMPACT
The whole is greater than the sum of its parts.
Charter Oak’s leadership team is a collection of unique abilities and backgrounds joining forces to shape our culture and guide our growth. Above all, we are stewards of our guiding principles—work/life harmony, advisor-obsession, genuine authenticity, enthusiastic ownership, and a belief that we’re better together—as we support our advisors and their clients.
FIRMWIDE LEADERSHIP
JEFFREY BOTTARO, CLU®, ChFC®
NOREEN COLMER
ALISON DERHAM
JOANNA LEARY
DEBORAH ROJAS
ERIK WHEELOCK
FRANK STELLATO
BRETT COURTMANCHE
KATE ELLIS
RON LEVANTINI
LISA GAUDREAU
MICHAEL SPARKS
LOCAL LEADERSHIP
RANDY CHOW
JACK YVON
CHRIS INTERRANTE
ANDY CHEN
ANNA CHEN
JUNNIE CHEN-CHUN
NA GAO
CRISTINA NICOLAY
BROKERAGE
JOSEPH GIANNINI
DENNIS GOMES
ROBERT INGBER
TOM KAYE
TOM NORRIS
Experienced Advisor Transition Services
Inexperienced Transition Services
Impactful leadership,
innovative delivery
Strong leadership is nothing without the right teams and infrastructure. Each of our core functions is supported by a well-designed team of specialists, multiplying our impact and creating a fully immersive experience for our advisors.
THE CHARTER OAK FUND
Our philanthropic philosophy
The Charter Oak Fund is the charitable extension of our mission to “redefine possible.” Established in 2009, the fund represents the best of our communities and citizens, disbursing nearly a half -million dollars in donor-guided funds to to grassroots initiatives and locally represented national nonprofits.
*Pictured are recipients who have received grants in the last two calendar years.