Halie A. Alosky, Wealth Advisor. Ms. Alosky joined Charter Trust Company in March 2004 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. Alosky received her Bachelor of Business Administration degree with a minor in Marketing from Stetson University in Deland, Florida. She 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.
Ms. Alosky serves as an active volunteer with the American Heart Association, Northeast Affiliate Division. She is a member of the Manchester Young Professional Organization, NEWN, Leadership Manchester Class of 2008 and attends New Hampshire Estate Planning Council meetings.
