Marianne D. Loew, CFA
Marianne Loew is a Senior Vice President & Investment Officer at Charter Trust Company. She joined the firm in 2017 and is based in our Concord, 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.
Marianne graduated Cum Laude from Tufts University with degrees in International Relations and Spanish. She received the Chartered Financial Analyst (CFA®) designation in 2007.
Ms. Loew has over 19 years of experience in the financial industry. Before joining Charter Trust, she spent 9 years with Ledyard Financial Advisors providing Investment Management services for both family and institutional clients. Prior to that, she was with R.M. Davis, Inc. in Portland, Maine as well as Grantham, Mayo, Van Otterloo & Co. (GMO) and Investor’s Bank & Trust in Boston.