Client Relationship Administration

  1. Susan Ross-Wentworth  Technology Coordinator
    Inspiration  

    Susan Ross-Wentworth

    Retirement dream "Spending my time doing whatever strikes my fancy, even if that means doing nothing at all."

    Sue joined Charter Oak Capital Management in the Fall of 2001. She maintains the firm’s performance reporting software, client relationship management software, web-based client account access and related computer software. She also coordinates the distribution of the firm’s client correspondence, informational mailings, marketing campaigns and Acorn emails.

    Sue is an avid reader and lives in Lebanon, Maine with her husband Clay.

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    Technology Coordinator 
    susan@charteroakcm.com

     

  2. Cathy Towle Client Service Associate 
    Inspiration  

    Cathy Towle

    Retirement dream: "Have a nice “small” home in a warm climate where our children and grandchildren can come to visit often while helping my husband as he manages the nearby golf course”

    Cathy joined Charter Oak Capital Management in July 2010. Cathy previously worked in banking management and served as a commercial account development manager with Ford Motor Credit Company.

    As a Client Service Manager, Cathy works closely with the service team. She is responsible for handling all necessary documentation to establish new client relationships, providing service to existing clients and supporting the firm’s advisors.

    Cathy is a former board member of the Dover Soccer Association and enjoys watching her children in their many school sporting events. She lives in Dover, NH with her husband Jon and their children Joe and Lindsay and their beloved rescue dog Bama.

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    Client Service Associate 
    cathy@charteroakcm.com

     

  3. Marny Swindell Client Service Associate
    Inspiration  

    Marny Swindell

    Retirement dream "To spend more time researching and providing proper growing conditions in my garden."

    Marny joined Charter Oak Capital Management in the Spring of 2011, bringing experience in client service administration at regional banks, independent brokers and investment advisory firms.

    As a Client Service Manager, Marny is responsible for handling client service related matters, providing service to new and existing clients and supporting the firm’s advisors. Widely known for her dedicated and sincere approach to helping clients, Marny is an excellent resource to the firm and for any client looking for help.

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    Client Service Associate
    marny@charteroakcm.com

     

  4. Christine Cote  Office Manager
    Inspiration  

    Christine Cote

    Retirement dream "Snorkeling from my waterfront home in bluest water of Megan's Bay, St. Thomas Virgin Islands."

    Christine joined Charter Oak Capital Management in Summer 2003 and is responsible for the administrative management of firm’s three offices.

    Widely known for her good nature and charm, Christine is the first and very best person to help connect clients with resources at the firm. She is the primary person who schedules initial appointments, portfolio reviews and telephone calls for clients.

    Christine is a native of Maine and has two adult children, Ashley and Alissa. She lives in Sanford, Maine with her fiancé Jack.

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    Office Manager
    christine@charteroakcm.com

     

  5. BeeJay Gallant  Database Manager
    Inspiration  

    BeeJay Gallant

    Retirement Dream "Having way too much fun to retire”.

    Bee Jay joined Charter Oak in 2012. Her main role is keeper of the firm's digital records and management of its imaging database, but her many talents are widespread and she may be found in a variety of capacities whenever the need arises. She is a fully integrated member of the Charter Oak team, creating a sense of trust, value and accountability.

    BeeJay has over 50 years of office administration experience, having worked for many prominent business and law firms in the New Hampshire seacoast community. Bee Jay lives in Portsmouth, NH and is a rabid New England Patriots fan.

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    Database Manager
    BeeJay@charteroakcm.com

     

  6. Maghan Lusk  Administrative Associate
    Inspiration  

    Maghan Lusk

    Retirement Dream “Engaging in philanthropy; volunteering in my community; and devoting more time to painting, reading, and gardening.”

    Maghan joined Chart Oak Capital Management in February 2017, spending time at all three of the firm’s office locations. She is a resource for clients to help schedule appointments, portfolio reviews and ad hoc telephone calls with advisors.

    Maghan lives in Portland, Maine, where she and her husband Roy enjoy visiting the region’s beaches and staying current with the local food scene

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    Administrative Associate
    maghan@charteroakcm.com

     

  7. Virginia Skevington  Operations Manager
    Inspiration  

    Virginia Skevington

    Retirement Dream “Enjoying many international travel opportunities with my husband and when I'm stateside, volunteering at nonprofits which promote the health, well-being and success of girls and young women.”

    Virginia joined Charter Oak as Manager of Operations in June of 2017. Supporting Charter Oak’s leadership team, Virginia provides operational, compliance and technical support to the partners in Charter Oak’s three locations, and assists in the day to day operations and long-term execution of the firm’s strategic goals.

    Virginia brings diverse experience from the nonprofit, private and government sectors. Previously, Virginia ran two arts nonprofit agencies on the Seacoast. Before moving to New Hampshire’s Seacoast, she attended graduate school in Roanoke, Virginia and worked as a Washington lobbyist for several years.

    Virginia is a native of Washington, DC. She resides in Newfields, New Hampshire with her husband John, and their three-year old son, Britton and one-year-old daughter, Charlotte.

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    Operations Manager
    Virginia@charteroakcm.com

     

Susan Ross-Wentworth

Inspiration  

Susan Ross-Wentworth
Technology Coordinator

Retirement dream "Spending my time doing whatever strikes my fancy, even if that means doing nothing at all."

Sue joined Charter Oak Capital Management in the fall of 2001. She maintains our performance reporting software, client relationship management software, web-based client account access, and related computer software. She coordinates the distribution of the firm’s correspondence to our clients, as well as the distribution of our informational mailings, marketing campaigns, and Weekly Acorn emails.

Susan

Technology Coordinator 
susan@charteroakcm.com

 

Cathy Towle

Inspiration  

Cathy Towle
Client Service Associate

Retirement dream: Have a nice ”small” home in a warm climate where our children and grandchildren can come to visit often while helping my husband as he manages the nearby golf course”

Cathy joined Charter Oak Capital Management in July of 2010. As a client service associate she works closely with the service team. She is responsible for handling all the necessary documentation to establish new relationships and provide service to existing clients. She continues to expand her knowledge in the financial industry as she grows with the firm. She has 10 years experience in bank management along with 8 years as a commercial account development manager with Ford Motor Credit Company. She holds a degree in Business Management and continues to help with her husband Jon’s construction company, J.P. Towle Construction.

Cathy resides in Dover, NH with her husband Jon and their children Joe, Lindsay and their beloved rescue dog Bama. She currently serves on the board of Dover Soccer Association as their local field coordinator and scheduler. She enjoys watching her children in their many school-sporting events as they move through High School.

Cathy

Client Service Associate 
cathy@charteroakcm.com

 

Marny Swindell

Inspiration  

Marny Swindell
Client Service Associate

Retirement dream "To spend more time researching and providing proper growing conditions in my garden."

Marny joined Charter Oak Capital Management in the spring of 2011 from Capital L Group. Marny brings fifteen years of experience in the financial services profession to the firm. In preceding years she provided client service administration at regional banks and independent brokers and investment advisory firms. Marny is responsible for handling client service related concerns including the opening and maintaining investment accounts, sending distributions and communicating any concern clients may have to their respective advisor. Widely known for her dedicated and sincere approach to helping clients Marny is an excellent resource for any client looking for help.

Marny

Client Service Associate
marny@charteroakcm.com

 

Christine Cote

Inspiration  

Christine Cote
Office Manager

Retirement dream "Snorkeling from my waterfront home in bluest water of Megan's Bay, St. Thomas Virgin Islands."

Christine joined Charter Oak Capital Management in August 2003 and is responsible for the administrative management of firm’s three offices. Christine is a liaison of communication for clients and their financial consultants. Widely known for her good nature and charm, Christine is the first and very best person to help connect clients with the help they need at Charter Oak Capital Management. In addition, Christine is the primary person who schedules initial appointments, portfolio reviews and telephone calls for clients.

Christine is a native of Maine and resides in Sanford with her family including two children where she is a coach and active supporter of community youth sports programs.

Christine

Office Manager
christine@charteroakcm.com

 

Mary Hawko

Inspiration  

Mary Hawko
Communications Coordinator

Retirement plan "Great health and the ability to spend as much time as possible travelling and exploring, preferably by boat or motorcycle wherever I can. At all other times, I plan on being thankful in enjoying and celebrating the beauty of nature, spending quality time with my family, and cooking fabulous food."

Mary joined Charter Oak in the spring of 2013, having spent time in various government offices over the past several years. With enthusiasm and attention to detail, Mary provides client relations support to the service team and assists our compliance department. She and her family moved back “home” to Maine from an overseas tour to Guam. Mary lives in Scarborough with her husband and three of their children, along with their best friend, a Corgi named Che’lu and two cats. Her favorite pastimes are watersports, motorcycling, and hiking. Mary is a veteran of the US Coast Guard where she met her husband who is currently an active duty service member.

Mary

Communications Coordinator
mary@charteroakcm.com

 

BeeJay Gallant

Inspiration  

BeeJay Gallant
Data Manager

Retirement Dream "Having way to much fun to retire”.

BeeJay joined Charter Oak in 2012. While her main role is keeper of the firms digital records and management of its imaging database her many talents are widespread, she may be found in a variety of capacities whenever the need arises. She is a fully integrated member of our team creating a sense of trust, value and accountability.

BeeJay has over 50 years of office administration experience having worked for many prominent business and law firms in the seacoast New Hampshire community.

BeeJay

Data Manager
BeeJay@charteroakcm.com

 

Maghan Lusk

Inspiration  

Maghan Lusk
Administrative Associate

Retirement Dream “Engaging in philanthropy; volunteering in my community; and devoting more time to painting, reading, and gardening.”

Maghan joined Chart Oak Capital Management in February 2017, spending time at all three of the firm’s office locations. She is a resource for clients to help schedule appointments, portfolio reviews and ad hoc telephone calls with advisors.

Maghan lives in Portland, Maine, where she and her husband Roy enjoy visiting the region’s beaches and staying current with the local food scene.

Maghan

Administrative Associate
maghan@charteroakcm.com

 

Virginia Skevington

Inspiration  

Virginia Skevington
Operations Manager

Retirement Dream “Enjoying many international travel opportunities with my husband and when I'm stateside, volunteering at nonprofits which promote the health, well-being and success of girls and young women.”

Virginia joined Charter Oak as Manager of Operations in June of 2017. Supporting Charter Oak’s leadership team, Virginia provides operational, compliance and technical support to the partners in Charter Oak’s three locations, and assists in the day to day operations and long-term execution of the firm’s strategic goals.

Virginia brings diverse experience from the nonprofit, private and government sectors. Previously, Virginia ran two arts nonprofit agencies on the Seacoast. Before moving to New Hampshire’s Seacoast, she attended graduate school in Roanoke, Virginia and worked as a Washington lobbyist for several years.

Virginia is a native of Washington, DC. She resides in Newfields, New Hampshire with her husband John, and their three-year old son, Britton and one-year-old daughter, Charlotte.

Virginia

Operations Manager
Virginia@charteroakcm.com

 

 
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