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