Cynthia A. Wentworth, Chief Financial Officer & Director of Financial Planning. Ms. Wentworth joined Charter Trust Company in July 1995 and is located in our Concord Office. Charter Trust Company is privately held and works confidentially with high net worth individuals and families to: increase wealth through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration; and transfer wealth through estate plans, family strategies, education and philanthropy.
Ms. Wentworth holds a Bachelor of Arts Degree from Smith College in Northampton, MA and is a graduate of the National Graduate Trust School at Northwestern University in Evanston, IL. Ms. Wentworth is a Certified Financial Planner CFP® practitioner.
Ms. Wentworth worked in the international departments of National Westminster Bank and Shawmut Bank in Boston. Her duties included extensive overseas travel and meeting with institutional as well as individual accounts. Prior to joining Charter Trust Company in 1995, Ms. Wentworth was in charge of Shawmut’s Private Banking Department’s professional unit.
In addition to her duties as Chief Financial Officer of Charter Trust Company, Ms. Wentworth is responsible for the Financial Planning Unit at Charter. The Financial Planning group offers sophisticated financial planning services to clients with more complex situations involving family as well as business issues. She is also a regular guest on 107.7 WTPL’s The PULSE Morning Wake Up Show and is co-host of Money Basics, a daily radio show airing live on 11 stations throughout New England.
Ms. Wentworth is the Executive Director and Trustee of The Butler Foundation as well as a Trustee of Charter Charitable Foundation.
