Jeanne Owens, Tax Accounting Officer. Ms. Owens joined Charter Trust Company in August 2011 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. Owens received her Bachelor of Arts Degree from College of Holy Cross.
Ms. Owens has extensive experience in tax preparation working with individuals, trusts, institutions, and charitable organizations at Charter Trust Company.
