Charter Oak Welcomes Erik Wheelock to Firmwide Leadership Team

Holyoke, Mass., September 18, 2023—Erik Wheelock joins Charter Oak Financial’s leadership team as its Head of Finance Operations.

Mr. Wheelock’s experience includes nearly 20 years at MassMutual’s home office, where he served in several key roles, most recently as a Field Financial Consultant. At Charter Oak, he will lead and supervise the firm’s finance department, overseeing day-to-day financial operations; compensation programs; and all related policies and procedures. He will report directly to Charter Oak’s Chief Financial Officer.

Charter Oak Managing Partners Brendan Naughton and Brad Somma commented: “Erik’s tenure at MassMutual has given him unique lens into the financial, operational, and growth requirements of firms like ours. His ability to leverage this experience in his role here will be a true asset to Charter Oak.”

Mr. Wheelock lives in Longmeadow with his daughter.


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