Two in Charter Oak Financial’s Advisor Network Recognized by Forbes Magazine as Nation’s Top Financial Security Professionals

Two in Charter Oak Financial’s Advisor Network Recognized by Forbes Magazine as Nation’s Top Financial Security Professionals Hamden, Conn. October 25, 2021—Amy Jamrog and Kuldeep Madan, advisors in Charter Oak Financial’s extended network of advisors, were recognized among 250 of the nation’s Top Financial Security Professionals by Forbes Magazine. The publication’s inaugural group of distinguished…

Cost of Freedom Receives $25,000 Grant in Support of Advisor Deanna Filosa’s Volunteer Efforts

Cost of Freedom Receives $25,000 Grant in Support of Advisor Deanna Filosa’s Volunteer EffortsFunds Given as Part of MassMutual’s Community Service Award Program  Melville, NY, July 21, 2021—Cost of Freedom, a not-for-profit organization whose mission is to support and appreciate servicemen and servicewomen returning from combat, has received a $25,000 grant from the MassMutual Foundation…

Charter Oak Welcomes Christopher Interrante to Leadership Team

Charter Oak Welcomes Christopher Interrante to Leadership Team  Norwalk, Conn., July 12, 2021—Christopher Interrante has joined Charter Oak Financial as the firm’s Head of Field Management. Mr. Interrante is responsible for the growth and development of Charter Oak’s network of managing directors, ultimately elevating the firm’s local presence through field leadership. Mr. Interrante’s experience includes…

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,…