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
JASON BREIT
Director of Teaming + Advanced Planning
RON LEVANTINI
Director of Compliance
JOANNA LEARY
Chief Brand Officer
ALISON DERHAM
Chief Experience Officer
KATE ELLIS
Director of New Business
CHRIS INTERRANTE
Head of Field Management
KERI CHIU
Director of Practice Development
MICHAEL SPARKS
Director of Training + Development
JEFFREY BOTTARO
Head of Sales
BRETT COURTMANCHE
Director of Compliance
LISA GAUDREAU
Director of Client Experience
LOCAL LEADERSHIP
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