Jonathan Marvin, Risk Manager. Mr. Marvin joined Charter Trust Company in October 1997 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.
Mr. Marvin is a graduate of Bowdoin College and has earned the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC) and Masters of Science in Financial Services (MSFS) designations from the American College.
Mr. Marvin has more than 25 years of experience in the sales and marketing of insurance and investment products. He is licensed in life and health in New Hampshire, Maine and Vermont.
Mr. Marvin served on the Board and is past President of the New Hampshire chapter of the Society of Financial Service Professionals and also serves on the Boards of YMCA Camp Coniston and is a Trustee for the Town of Bow, NH.
