News

September 18, 2023

Charter Oak Welcomes Erik Wheelock to Firmwide Leadership Team

June 21, 2023

Forget Me Not: Solo Agers, Too, Want to Be Remembered

Mary Young and Allen Davis, The Davis Financial Group

May 18, 2023

Charter Oak Network Professional Jessica Holloway Receives 40 Under 40 Honor

May 18, 2023

Charter Oak Advisor Terrell Joyner Named Among BusinessWest’s 40 Under 40

May 12, 2023

MassMutual NYC Field Leader Lanjin (Ana) Chen Promoted to Managing Director

May 1, 2023

Charter Oak Field Leader Christopher Interrante Becomes Senior Managing Director of Firm’s Norwalk and Long Island Offices

March 3, 2023

Managing Director Kristin Scianna Featured Among Fairfield County’s Powerful Women in Special WAG Issue

August 22, 2022

Kristin Scianna to Anchor Charter Oak Financial’s Lower Fairfield County Presence as a Firm Managing Director

April 5, 2022

Lily Ku to Lead Charter Oak Financial/MassMutual NYC’s Flushing Office

April 1, 2022

Ray Jin Joins Charter Oak Financial/MMNYC Leadership Team