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