Steven Carpio

Managing Director
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The Role
Steve is responsible for recruiting, training, and mentoring teams of advisors in Charter Oak’s Melville office.


The Story
Steve joined Charter Oak from another large financial services company. There, he was an exemplary advisor and manager, and ultimately received recognition as the company’s Partner of the Year. Prior to his work in financial services, Steve was a manager with T-Mobile for seven years.

A Long Island Native, Steve grew up in New Hyde Park before leaving to play Division II soccer for Molloy College. Today, Steve lives in Lindenhurst. He speaks fluent Spanish, and is involved in different organizations within the Latino community.