Charter Oak Named a Top Small Company to Work for in CT’s Litchfield, New Haven and Fairfield Counties for Eighth Consecutive Year, Wins Special Award for Strong Values

Charter Oak Named a Top Small Company to Work for in CT’s Litchfield, New Haven and Fairfield Counties for Eighth Consecutive Year, Wins Special Award for Strong Values  September 25, 2020, Norwalk, Conn.—Charter Oak Financial (Charter Oak) has been selected by Hearst Media Services and independent research firm Workplace Dynamics as a top small business…

Charter Oak Financial Welcomes David Tao as Chief Distribution Officer, Asian Markets

Charter Oak Financial Welcomes David Tao as Chief Distribution Officer, Asian Markets  New York, NY., March 9, 2020 – David Tao has joined the leadership team of Charter Oak Financial, a MassMutual firm, as Chief Distribution Officer, Asian Markets. Mr. Tao is responsible for building and executing a training and development platform designed specifically for the…

Strategic Combination Makes Charter Oak Financial Among Largest Financial Services Firms in Northeast

Strategic Combination Makes Charter Oak Financial Among Largest Financial Services Firms in Northeast Three local firms merge Charter Oak Financial (Charter Oak), MassMutual Greater Long Island, and MassMutual Greater Hudson have combined. The expanded firm will operate as Charter Oak Financial and will be led by managing partners Brendan Naughton and Brad Somma. The consolidation…

Charter Oak Named a Top Small Company to Work for in CT’s Litchfield, New Haven and Fairfield Counties for Seventh Consecutive Year

Charter Oak Named a Top Small Company to Work for in CT’s Litchfield, New Haven and Fairfield Counties for Seventh Consecutive Year September 25, 2019, Norwalk, Conn.—Charter Oak Financial (Charter Oak) has been selected by Hearst Media Services and independent research firm Workplace Dynamics as a top small business to work for in Connecticut’s Litchfield,…

Charter Oak Financial Recognized with MassMutual’s Chairman’s Trophy for 19th Year

Charter Oak Financial Recognized with MassMutual’s Chairman’s Trophy for 19th Year   Holyoke, Mass. March 22, 2019—Charter Oak Financial, a MassMutual Firm, has earned MassMutual’s prestigious National Chairman’s Trophy for a 19th time since 1999. Including this most recent award, Charter Oak has won the Chairman’s Trophy at the gold level—the highest possible level—15 times.…

Charter Oak Financial Head Brendan Naughton Sworn in as MassMutual General Agents Association President

Charter Oak Financial Head Brendan Naughton Sworn in as MassMutual General Agents Association President   Norwalk, Conn., March 14—Brendan Naughton, General Agent of Charter Oak Financial, a Massachusetts Mutual Life Insurance Company (MassMutual) firm, was sworn in today as the 89th president of the MassMutual General Agents Association. The General Agents Association is a national…