Mark W. Ungewitter, Vice President & Investment Officer. Mr. Ungewitter joined Charter Trust Company in July 2007 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. Ungewitter holds a Bachelor of Science in Economics from Massachusetts College of Liberal Arts and a Master of Science in Taxation from Bentley College. Mr. Ungewitter has over 20 years experience in the financial services industry.
Prior to joining Charter Trust Company, Mr. Ungewitter managed a large portfolio for a global custody bank in Boston. He was formerly a CPA with John Burk & Associates in Keene, New Hampshire and a portfolio manager with CFX Bank.
Mr. Ungewitter is a past director of Keene Community Kitchen, Inc. and Vice President of the Keene Sunrise Lions Club.
