Bryan Sanford is Vice President and Investment Officer of Charter Trust Company. He joined the firm in 2009 and is based in our Nashua 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.
Mr. Sanford received his Bachelors of Science degree from the University of New Hampshire, Durham. Mr. Sanford has held the FINRA Series 7 license. Prior to joining Charter Trust Mr. Sanford served in the United States Marine Corps. Mr. Sanford manages portfolios for individuals, families, institutions, and charitable organizations. Additionally, he works one-on-one with 401k plan participants advising them throughout their working careers on how to best plan and prepare for a successful retirement.
Mr. Sanford volunteered for Main Street Concord, a non-profit organization formed in 2001 to revitalize downtown Concord by building on its historic character. Mr. Sanford is a member of both the Concord, NH and Manchester, NH Young Professionals Networks. He is also a member of the NH Chapter of the Appalachian Mountain Club (AMC).