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Meet our Team

Charter Trust is uniquely sized to provide the best of all worlds. As the largest, independently owned and privately held trust and investment management firm in Northern New England, we are large enough to have the depth of knowledge and experience you require. But we are small enough to provide a personal experience to our clients. Our old world standards and values set us apart, and are the reasons our loyal employees average 10 years with Charter Trust.

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Steven A. Albrecht
Steven A. AlbrechtPresident & Chief Executive Officer
Mr. Albrecht is President and Chief Executive Officer of Charter Trust Company.  He joined the firm in 2001.
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Cynthia A. Wentworth
Cynthia A. WentworthChief Financial Officer
Director of Financial Planning
Ms. Wentworth is Chief Financial Officer of Charter Trust Company.  She joined the firm in 1995.
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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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Christine L. Donovan
Christine L. DonovanChief Operating Officer
Senior Partner
Ms. Donovan is Chief Operating Officer of Charter Trust Company.  She joined the firm in 1997. 
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Kathryn M. Woodfin
Kathryn M. WoodfinChief Accounting Officer
Senior Partner
Ms. Woodfin is Chief Accounting Officer of Charter Trust Company.  She joined the firm in 1996. 
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Elizabeth R. Kapp
Elizabeth R. KappSVP, Wealth Advisor
Ms. Kapp is Senior Vice President & Wealth Advisor of Charter Trust Company.  She joined the firm in 2001 and is located in our Meredith Office.
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Diane DeStefano
Diane DeStefanoSVP, Wealth Manager
Ms. DeStefano is Senior Vice President & Wealth Manager of Charter Trust Company.  She joined the firm in 2000 and is located in our Concord Office.

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Kim E. LaCoste
Kim E. LaCosteVP, Wealth Advisor
Ms. LaCoste is a Vice President and Wealth Advisor at Charter Trust Company.  She joined the firm in 2004 and is located in our Peterborough office.

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Diane E. Mullin
Diane E. MullinVP, Wealth Advisor
Ms. Mullin is a Vice President and Wealth Advisor at Charter Trust Company.  She joined the firm in 2009 and is located in our Nashua and Concord offices.
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Lynne M.J. Ford
Lynne M.J. FordVP, Wealth Advisor
Ms. Ford is a Vice President and Wealth Advisor at Charter Trust Company.  She joined the firm in 2003 and is located in our Hanover office.
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Timothy Allen
Timothy AllenWealth Advisor
Mr. Allen is a Wealth Advisor at Charter Trust Company.  He joined the firm in 2014 and is located in our New London office.

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Halie Alosky
Halie AloskyWealth Advisor
Ms. Alosky is a Wealth Advisor at Charter Trust Company and is located in our Nashua NH office.
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Candace Howard
Candace HowardAdministrative Officer
Ms. Howard is an Administrative Officer at Charter Trust Company and is located in our Rochester NH office.

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Kristin Lyden
Kristin LydenSr. Wealth Administrator
Ms. Lyden is a Senior Wealth Administrator at Charter Trust Company and is located in our New London NH office.

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Joshua Brecheen
Joshua BrecheenWealth Administrator
Mr. Brecheen is a Wealth Administrator at Charter Trust Company and is located in our Hanover NH office.

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Lynn Morin
Lynn MorinWealth Administrator
Ms. Morin is a Wealth Administrator at Charter Trust Company.  She joined the firm in 1998.

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Marcie MacKenzie
Marcie MacKenzieWealth Administrator
Ms. MacKenzie is a Wealth Administrator at Charter Trust Company and is located in our Peterborough NH office.

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Amy Currie
Amy CurrieWealth Administrator
Ms. Currie is a Senior Wealth Administrator at Charter Trust Company and is located in our Meredith NH office.

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Karen J. Crump
Karen J. CrumpSVP, Investment Officer
Ms. Crump is Senior Vice President & Investment Officer of Charter Trust Company.  She joined the firm in 1998 and is located in our Concord office.
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Janna Michael
Janna MichaelVP, 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 W. Sanford
Bryan W. SanfordVP, 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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Jeff Trombly
Jeff TromblyInvestment Officer
Mr. Trombly is an Investment Officer at Charter Trust Company.  He joined the firm in 2016 and is located in our Concord Office.
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Devin Cowette
Devin CowetteInvestment Administrator
Mr. Cowette is an Investment Administrator at Charter Trust Company and is located in our Concord NH office.
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Veronica Peterson
Veronica PetersonInvestment Administrator
Ms. Peterson is an Investment Administrator at Charter Trust Company and is located in our Concord NH office.
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Mark Bartram
Mark BartramFiduciary Counsel
Mr. Bartram is Fiduciary Counsel at Charter Trust Company.  He joined the firm in 2011.
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John E. Carlson
John E. CarlsonSVP, Information Systems
Mr. Carlson is Senior Vice President of Information Systems at Charter Trust Company.  He joined the firm in 1999.
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Richard S. Woodfin
Richard S. WoodfinVP of Marketing / Media Director
Mr. Woodfin is Vice President of Marketing and Media Director of Charter Trust Company.  He joined the firm in 2012.
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Arleen Gosselin
Arleen GosselinVP, Trust Operations
Ms. Gosselin is Vice President of Trust Operations at Charter Trust Company.  She joined the firm in 1995.

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Jeanne Owens
Jeanne OwensVP, Tax Accounting Officer
Ms. Owens is Vice President and Tax Accounting Officer at Charter Trust Company.  She joined the firm in 2011.
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Krista McCarthy
Krista McCarthyVP, Tax Officer
Ms. McCarthy is Vice President and Tax Officer at Charter Trust Company.  She joined the firm in 2000.
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Kris Martin
Kris MartinOperations Officer /IT Admin.
Ms. Martin is an Operations Officer and IT Admin. at Charter Trust Company.  She joined the firm in 1999 and is located in our Concord NH office.

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Sue Melusky
Sue MeluskySenior Operations Assistant
Ms. Melusky is a Senior Operations Assistant at Charter Trust Company.  She joined the firm in 1990 and is located in our Concord NH office.

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Brenda Legare
Brenda LegareOperations Assistant
Ms. Legare is an Operations Assistant at Charter Trust Company.  She joined the firm in 2011.

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Kathy Croatti
Kathy CroattiOperations Assistant
Ms. Croatti is an Operations Assistant at Charter Trust Company.  She joined the firm in 2015.

Shannon Parker
Shannon ParkerOperations Assistant
Ms. Parker is an Operations Assistant at Charter Trust Company.  She joined the firm in 2016.

Laura Cote
Laura CoteMarketing Administrator
Ms. Cote is a Marketing Administrator at Charter Trust Company.  She joined the firm in 2012.

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Ruthanne Swanson
Ruthanne SwansonReceptionist
Ms. Swanson is the Receptionist at Charter Trust Company.  She joined the firm in 1998.

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