Mark Ungewitter is a Senior Vice President and Investment Officer of Charter Trust Company. He joined the firm in 2007 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.
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. He has nearly 30 years experience in the financial services industry and is a member of the American Association of Professional Technical Analysts.
Prior to joining Charter Trust Company, Mr. Ungewitter managed a large institutional 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.