Kim E. LaCoste
Kim LaCoste is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2004 and is based in our Peterborough 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. LaCoste holds a Bachelor of Science degree in Business Management with a minor in Sociology from Keene State College. While attending Keene State College, she served as Co-President for The Society for Advancement of Management. She is currently matriculated in Boston University’s Institute of Finance studying for her Certificate in Financial Planning.
Ms. LaCoste successfully completed the courses of study for the American Bankers Association Trust Administration Level I, II & III with emphasis in Taxation and Estate Planning, Trust Administration and Investment Management. She is a member of Leadership Monadnock Class of 2007, and the Advisory Council at Cedarcrest. She is also a member of the Cheshire Health Foundation Advisory Board. She is also a 2011 recipient of the NH Five Star Wealth Manager award.
Ms. LaCoste has volunteered for the American Cancer Society, American Heart Association, Habitat for Humanity, Muscular Dystrophy Association, the PTA and Girl Scouts.
Ms. LaCoste has worked as an office and financial manager since 1996.