Marti Beagan is an investment Officer of Charter Trust Company. She joined the firm in 1997 and is based in our Hanover 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. Beagan received her Associate Degree in Computer Science from Keene State College and her Bachelor of Science Degree in Business Studies from Southern New Hampshire University. Ms. Beagan has also attended the Cannon Financial Institute in Charlotte, North Carolina.
Ms. Beagan is a member of the Claremont Country Club, Genealogical Society of Vermont and a life member of NH Society of Genealogists. Ms. Beagan is also active in the Claremont New Hampshire Historical Society.