Bio_Investment_Services 2016-11-29T12:04:50+00:00

INVESTMENT SERVICES

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The Charter Trust investment process revolves around you, our client. It begins with a clear articulation of your objectives and goals. By understanding what you want to do with your money—generate income, protect it from taxes, grow it for the future—we can better understand what kind of return you require, and how much safety you need. These two factors are the cornerstone of our investment process.

Douglas R. Tengdin
Douglas R. TengdinChief Investment Officer & Senior Partner
Mr. Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000.
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Mark Ungewitter
Mark UngewitterSenior Vice President & Investment Officer
Mr. Ungewitter is a Senior Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2007 and is located in our Concord office.
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Janna Michael
Janna MichaelVice President & Investment Officer
Ms. Michael is Vice President and Investment Officer at Charter Trust Company. She joined the firm in 1999 and is located in our Concord office.
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Bryan Sanford
Bryan SanfordVice President & Investment Officer
Mr. Sanford is Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2009 and is located in our Nashua and Concord offices.
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Marti Beagan
Marti BeaganInvestment Officer
Ms. Beagan is an Investment Officer at Charter Trust Company. She joined the firm in 1997 and is located in our Hanover office.
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Devin Cowette
Devin CowetteInvestment Officer
Mr. Cowette is an Investment Officer at Charter Trust Company and is located in our Concord NH office.
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Veronica Peterson
Veronica PetersonInvestment Officer
Ms. Peterson is an Investment Officer at Charter Trust Company and is located in our Concord NH office.
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