Staff Biographies

Meet Our Team

Charter Trust is uniquely sized to provide the best of all worlds. We are large enough to have the depth of knowledge and experience clients' require. But small enough to provide the personal experience our clients want. Our old-world standards and values set us apart and are the reasons our loyal employees average 10 years with Charter Trust.

Leadership Team

Our Leadership Team guides the firm and sets our strategic agenda and priorities. Short lines of communication, streamlined processes, and clarity on how and who can make decisions is fundamental to the success of the firm.


Jason Edgar
President
Mr. Edgar is the President of Charter Trust Company. He joined the firm in 2019 and is located in our Concord, New Hampshire, office.
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Lara K. Horner
SVP, Director of Trust Operations
Ms. Horner is a Senior Vice President and Director of Trust Operations for Charter Trust Company and Bar Harbor Trust Services.
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Wealth Services

Our professional advisors help individuals and families structure accounts that will build, preserve, manage, and when the time comes, transfer their wealth. Financial Planning is an all-encompassing process of regularly assessing ones assets and resources and balancing them against estimated future financial needs. Our team provides advice and guidance on a wide range of topics to help clients create a comprehensive roadmap that will help them achieve their financial goals.


Deanna C. Wilson, CFP®, CTFA
SVP & Senior Wealth Manager

Maureen Kimball, CTFA
SVP & Senior Wealth Manager

Lynne M. J. Ford
VP & Wealth Manager

Timothy Allen
VP, Wealth Manager

Halie Alosky
AVP, Wealth Manager

Amy Tardiff
AVP, Wealth Manager

Marcie MacKenzie
AVP, Wealth Manager

Kristin Lyden
Senior Wealth Administrator

Lynn Morin
Wealth Administrator

Shannon Parker
Wealth Administrator

Diane Horvath
Wealth Administrator

Jane Lamb
Executive Administrative Assistant
 

Investment Services

The Charter Trust investment process revolves around you, our client. It begins with a clear articulation of your objectives and goals. By understanding what you want to do with your money —generate income, protect it from taxes, grow it for the future — we can better understand what kind of return you require and how much safety you need. These two factors are the cornerstone of our investment process.


Mark Ungewitter
SVP & Senior Investment Officer

Marianne D. Loew, CFA
SVP & Senior Investment Officer

Janna Michael
VP & Investment Officer

Bryan Sanford
VP & Senior Investment Officer

Devin Cowette
VP, Investment Officer
 

Corporate Staff


Krista McCarthy
VP, Tax Officer

Arleen Gosselin
Trust Operations Specialist

Chandra Pfeiffer
Trust Operations Specialist

Hannah Witmer
Trust Operations Specialist