MEET OUR LEADERSHIP TEAM

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.

FIRMWIDE LEADERSHIP

null

BRENDAN NAUGHTON

Managing Partner
null

BRAD SOMMA

Managing Partner
null

FRANK STELLATO

Chief Financial Officer, Chief of Staff
null

NOREEN COLMER

Chief Operating Officer
null

DEBORAH ROJAS

Chief Information Officer
null

DAVID TAO

Chief Distribution Officer, Asian Markets
null

JASON BREIT

Director of Teaming + Advanced Planning
null

RON LEVANTINI

Director of Compliance
null

JOANNA LEARY

Chief Brand Officer
null

ALISON DERHAM

Chief Experience Officer
null

KATE ELLIS

Director of New Business
null

CHRIS INTERRANTE

Head of Field Management
null

KERI CHIU

Director of Practice Development
null

MICHAEL SPARKS

Director of Training + Development
null

JEFFREY BOTTARO

Head of Sales
null

BRETT COURTMANCHE

Director of Compliance
null

LISA GAUDREAU

Director of Client Experience

LOCAL LEADERSHIP

null

RANDY CHOW

Senior Managing Director
null

JUNNIE CHEN-CHUN

Managing Director
null

LILY KU

Senior Managing Director
null

NA GAO

Managing Director
null

STEVEN CARPIO

Managing Director
null

KAREN HAR

Managing Director
null

ANDY CHEN

Managing Director
null

KENNY HUANG

Managing Director
null

RAY JIN

Managing Director
null

LINDA LIN

Managing Director
null

KRISTIN SCIANNA

Managing Director
null

JACK YVON

Managing Director

BROKERAGE

null

JOSEPH GIANNINI

Brokerage Director
null

DENNIS GOMES

Brokerage Director
null

TOM KAYE

Brokerage Director
null

ROBERT INGBER

Brokerage Director
null

TOM NORRIS

Brokerage Director