Jason Edgar is President of Charter Trust Company. Mr. Edgar joined the company in 2019 and is based in our Concord, New Hampshire corporate headquarters.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord, NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over a billion dollars in client assets and acts as fiduciaries for clients in 43 states and 3 countries.
Charter Trust Company is a subsidiary of Bar Harbor Bank & Trust. Mr. Edgar is a member of the Bank’s Senior Executive Team and President of Charter Trust Company, Bar Harbor Trust Services and Bar Harbor Financial Services.
He is responsible for all wealth management business lines within the Bank and setting the long-term strategic direction of each organization. He leads an experienced group of professionals committed to providing clients high level investment management, financial, trust and estate planning services.
Prior to joining Charter Trust, Mr. Edgar was Director of Wealth Management and Chief Investment Officer of Berkshire Bank Wealth Management. There he oversaw the wealth management group while managing the banks investment process. Prior to Berkshire Jason oversaw the investment process for Enterprise Investment Advisors. He has over 20 years of wealth management experience.
Jason holds a Bachelor’s degree from the University of Connecticut where he was a university scholar athlete. After college Jason played baseball professionally in the Texas Rangers minor league system. He is actively involved in a number of non-profit organizations.