May 21, 2013 6:52 AM ET

Capital Markets

Company Overview of Charter Trust Company

Company Overview

Charter Trust Company is a privately owned investment manager. The firm also provides wealth management, financial planning, tax planning, and retirement planning services to its clients. It provides its services to individuals, families, small businesses, and non-profit organizations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets across the globe. The firm invests in the growth and value stocks of small cap, mid cap, and large cap companies. For its fixed income securities, it invests in US treasuries, US agency bonds, high quality corporate bonds, preferred stocks, taxable municipal bonds, municipal bon...

Detailed Description

90 North Main Street

Concord, NH 03301

United States

Founded in 1984

Phone:

603-224-1350

Fax:

603-229-0760

www.chartertrust.com

Key Executives for Charter Trust Company

President
Chief Financial Officer and Director of Financial Planning
Vice President and Wealth Advisor
Senior Vice President and Senior Wealth Advisor
Chief Investment Officer
Compensation as of Fiscal Year 2012.

Charter Trust Company Key Developments

Charter Trust Company Promotes Management Team
Aug 13 12

Diane Guimond, Lynne Ford and Kim Franklin were all recently promoted by Charter Trust Company. Franklin is the new vice president-wealth adviser in the Peterborough office of Charter Trust. She successfully completed the courses of study for the American Bankers Association Trust Administration levels I, II & III with emphasis in taxation and estate planning, trust administration and investment management. Guimond and Ford were promoted to wealth adviser positions in the Rochester and Hanover branches, respectively.

Similar Private Companies By Industry

Company Name Region
Daimlerchrysler Capital Services United States
F R B Federal Credit Union United States
65 Family Federal Credit Union United States
Goldman Small Cap Research United States
Strip Steel Community Federal Credit Union United States

Recent Private Companies Transactions

Type
Date		 Target
No transactions available in the past 12 months.
Report Data IssueReport Data Issue
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
Rush University United States
Greater Houston Partnership United States

Post a JobJobs

View all jobs

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Charter Trust Company, please visit www.chartertrust.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.

Close