Amy E. Currie
Amy Currie is a Wealth Advisor at Charter Trust Company. She joined the firm in 2016 and is based in our Meredith NH office.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to: increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 10 countries.
Ms. Currie holds a Bachelor of Arts in Linguistics and Communication from the University of New Hampshire and a Master of Science in Community Economic Development from Southern New Hampshire University. She is currently enrolled in the American Bankers Association National Trust School.
Prior to joining Charter Trust Company, Ms. Currie spent fifteen years working for the Community Development Finance Authority and is a certified Housing Development Finance Professional.
Ms. Currie is active in the community, serving three years on the Board of the Crisis Center of Central NH. She is a member of the Leadership NH class of 2013 and in 2014 received the Intown Concord Community Impact Award. She is a Justice of the Peace and in the past she has volunteered at the New Hampshire Technical Institute, Concord Family YMCA and Concord Hospital Trust.