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 firm’s financial professionals serving clients in and around the Chinatowns of Flushing, Brooklyn, and Manhattan.

Mr. Tao comes to Charter Oak with nearly 30 years of industry experience, both in personal practice and management. He was most recently a Regional Vice President with AIG for 3 years. Prior to that tenure, David spent 10 years with MetLife as a Regional Sales VP supporting national Asian markets. David’s dedication to his work has earned him recognition across his career, including the highest honor in MetLife wholesaling.

Charter Oak Managing Partners Brendan Naughton and Brad Somma commented: “David’s product knowledge, experience and capabilities position him well to advance MassMutual’s presence in our Asian-American communities, provide valuable support to our advisors, and, ultimately, to create a consistent, meaningful experience for our clients. We are thrilled to have David on our team.”

Mr. Tao holds a master’s degree in computer science from City University of New York. Born in Shanghai, he earned a Bachelor of Science in Business Management from Shanghai Jiao Tong University. Mr. Tao is fluent in Mandarin, Shanghai dialect, and English.

Mr. Tao and his family currently reside in New Jersey.

Charter Oak Financial serves the risk management, business services and retirement and investment planning needs of families, individuals and businesses across the Northeast. Through our mission, vision, and guiding principles, we are committed to delivering exceptional client experiences, fostering a positive firm culture, and being an influence for good in our communities.  
Charter Oak’s offices are located throughout Connecticut, Massachusetts, and New York. To learn more, visit  
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC ( Supervisory Office: 330 Whitney Avenue, Suite 600; Holyoke, MA 01040. Tel: 413-539-2000. 
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. **An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract. CRN202203-262214

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