Charter Oak’s leadership team is a collection of unique abilities and backgrounds joining forces to shape our culture, guide our growth, and support our advisors and their clients. Our infrastructure of specialists multiplies this impact, creating an organization with deep reach—both internally and throughout the markets we serve.
MEET OUR LEADERSHIP TEAM
FIRMWIDE LEADERSHIP

FRANK STELLATO
Chief Financial Officer, Chief of Staff

NOREEN COLMER
Chief Operating Officer

DEBORAH ROJAS
Chief Information Officer

DAVID TAO
Chief Distribution Officer, Asian Markets

JEFFREY BOTTARO
Director of Case Design + Advanced Planning

KATE ELLIS
Director of New Business

JOANNA LEARY
Chief Branding + Communications Officer

DANIELLE MOSS
Director of Talent Acquisition

KERI CHIU
Director of Practice Development

ALISON DERHAM
Director of Training + Development

BRETT COURTMANCHE
Director of Compliance

MICHAEL SPARKS
Design Center Director, Investments + Annuities

JASON BREIT
Director of Teaming + Advanced Planning

RON LEVANTINI
Director of Compliance

LISA GAUDREAU
Director of Client Experience
LOCAL LEADERSHIP

RANDY CHOW
Sr. Managing Director

KENNY HUANG
Managing Director

ANDY CHEN
Managing Director

MICHAEL LaPAGE
Managing Director

JUNNIE CHEN-CHUN
Managing Director

LINDA LIN
Managing Director

NA GAO
Managing Director

NEIL NISSEN
Managing Director

KAREN HAR
Managing Director

PETER RAMUNDO
Managing Director
BROKERAGE

JOSEPH GIANNINI
Brokerage Director

FRANK JOHNSON
Brokerage Director

DENNIS GOMES
Brokerage Director

TOM KAYE
Brokerage Director

ROBERT INGBER
Brokerage Director

TOM NORRIS
Brokerage Director