The Role

Joanna leads the development and execution of the firm’s branding, marketing, and communications strategy, ensuring our vision and values are articulated consistently both internally and externally. Her department coaches Charter Oak’s advisors in the branding and marketing of their individual practices.

​The Story

Joanna created her first marketing piece around age five—a hand-drawn flyer advertising the products her mother sold at local craft fairs. Naturally drawn to writing and art throughout her childhood, she studied journalism in college in hopes of becoming an editor. Instead, a fortuitous turn of events led her to a copywriting job for a small software company’s marketing department. Armed with an ear for a story and an eye for design, Joanna realized she could actually get paid to do something she loved.

A criss-cross from New Hampshire to Washington, DC to New York City and finally to Connecticut led Joanna to Charter Oak, where she has helped to evolve the firm’s brand story for the past 17 years. She’s happiest packaging the big ideas of big-idea people and engaging audiences with compelling content.

Joanna lives in West Hartford, Connecticut with her husband, two daughters and two loyal hounds.