Elizabeth R. Kapp, Vice President & Wealth Advisor. Ms. Kapp joined Charter Trust Company in March 2001 and is located in our Meredith 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. Kapp holds degrees from Northern Essex Community College in Haverhill, Massachusetts, from the University of New Hampshire in Merrimack, and from Trident Technical College in Charleston, South Carolina. She is a graduate of the Southeastern Trust School of Campbell University in Buies Creek, North Carolina and of the American Institute of Banking in Bridgeport, Connecticut.
Ms. Kapp’s 25 years experience in banking includes positions at Wachovia Bank, N.A. in Southern Pines, North Carolina, Wachovia Bank of South Carolina, Bank of Boston Connecticut, Union Trust Company in Stamford, Connecticut and Indian Head National Bank in Nashua, New Hampshire.
Ms. Kapp has served on the National Defense Board of the Daughters of the American Revolution, the Executive Board of Cedarcrest Foundation Inc, and the Lions Club International of Keene. She is currently Managing Director of Charter Charitable Foundation, a member of the New Hampshire Estate Planning Council and New Hampshire Bankers Association. She also has been active in Junior Achievement and local Chambers of Commerce where she has lived and worked.
