Halie Alosky is an AVP, Wealth Manager at Charter Trust Company. She joined Charter Trust Company in 2004 and is based in our Nashua, NH office.
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.
Ms. Alosky received her Bachelor of Business Administration degree with a minor in Marketing from Stetson University in Deland, Florida. She successfully completed the courses of study for the American Bankers Association Trust Administration Level I, II and III with an emphasis in Taxation, Estate Planning, Trust Administration and Investment Management.
Ms. Alosky previously served as a volunteer with the American Heart Association, Northeast Affiliate Division. She is a member of NEWN and was in the Leadership Manchester Class of 2008. She is on the board for the Cobbett’s Pond Improvement Association and attends New Hampshire Estate Planning Council meetings.