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

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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
Jason EdgarPresident
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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Douglas R. Tengdin, CFA
Douglas R. Tengdin, CFAChief Investment Officer
Mr. Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000 and is located in our Hanover office.
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Kathryn M. Woodfin
Kathryn M. WoodfinSVP, Director of Wealth Services
Ms. Woodfin is a Senior Vice President and Director of Wealth Services. She joined the firm in 1996 and is located in our Concord, NH office.
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Lara K. Horner
Lara K. HornerSVP, 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 

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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.

Kathryn M. Woodfin
Kathryn M. WoodfinSVP, Director of Wealth Services
Ms. Woodfin is Director of Wealth Services and a Senior Partner at the firm. She joined the firm in 1996 and is located in our Concord, NH office.
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Deanna C. Wilson, CFP®, CTFA
Deanna C. Wilson, CFP®, CTFASenior Vice President & Wealth Manager
Ms. Wilson is Senior Vice President & Wealth Manager of Charter Trust Company. She joined the firm in 2017 and is located in our New London Office.
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Maureen Kimball, CTFA
Maureen Kimball, CTFASenior Vice President & Wealth Manager
Ms. Kimball is a Senior Vice President & Wealth Manager at Charter Trust Company. She joined the firm in 2016 and is located in our Concord NH office.
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Lynne M. J. Ford
Lynne M. J. FordVice President & Wealth Manager
Ms. Ford is a Vice President and Wealth Manager at Charter Trust Company. She joined the firm in 2003 and is located in our Hanover office.
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Timothy Allen
Timothy AllenAVP, Wealth Manager
Mr. Allen is an AVP, Wealth Manager at Charter Trust Company. He joined the firm in 2014 and is located in our New London office.
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Halie Alosky
Halie AloskyAVP, Wealth Manager
Ms. Alosky is an AVP, Wealth Manager at Charter Trust Company she returned to the firm in 2014 and is located is located in our Nashua NH office.
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Amy Tardiff
Amy TardiffAVP, Wealth Manager
Ms. Tardiff is an AVP, Wealth Manager at Charter Trust Company. She joined the firm in 2016 and is located in our Meredith NH office.
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Marcie MacKenzie
Marcie MacKenzieAVP, Wealth Manager
Ms. MacKenzie is an AVP, Wealth Manager at Charter Trust Company and is located in our Peterborough NH office.
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Jessica Pope
Jessica PopeAVP, Wealth Manager
Ms. Pope is an AVP, Wealth Manager at Charter Trust Company. She joined the firm in 2018.
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Candace Howard
Candace HowardAVP, Wealth Administrative Officer
Ms. Howard is an AVP, Wealth Administrative Officer at Charter Trust Company and is located in our Meredith NH office.

Kristin Lyden
Kristin LydenSenior Wealth Administrator
Ms. Lyden is a Senior Wealth Administrator at Charter Trust Company and is located in our New London NH office.

Lynn Morin
Lynn MorinWealth Administrator
Ms. Morin is a Wealth Administrator at Charter Trust Company and is located in our Concord NH office.

Shannon Parker
Shannon ParkerWealth Administrator
Ms. Parker is a Wealth Administrator at Charter Trust Company. She joined the firm in 2016.

Diane Horvath
Diane HorvathWealth Administrator
Ms. Horvath is a Wealth Administrator at Charter Trust Company. She joined the firm in 2018.

Jane Lamb
Jane LambSenior Administrative Assistant
Ms. Lamb is a Senior Administrative Assistant at Charter Trust Company. She joined the firm in 2018.

Investment Services 

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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.

Douglas R. Tengdin, CFA
Douglas R. Tengdin, CFAChief Investment Officer
Mr. Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000 and is located in our Hanover office.
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Mark Ungewitter
Mark UngewitterSenior Vice President & Investment Officer
Mr. Ungewitter is a Senior Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2007 and is located in our Concord office.
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Marianne D. Loew, CFA
Marianne D. Loew, CFASenior Vice President & Investment Officer
Ms. Loew is a Senior Vice President and Investment Officer at Charter Trust Company. She joined the firm in 2017 and is located in our Concord office.
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Janna Michael
Janna MichaelVice President & Investment Officer
Ms. Michael is Vice President and Investment Officer at Charter Trust Company. She joined the firm in 1999 and is located in our Concord office.
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Bryan Sanford
Bryan SanfordVice President & Investment Officer
Mr. Sanford is Vice President and Investment Officer at Charter Trust Company. He joined the firm in 2009 and is located in our Nashua and Concord offices.
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Devin Cowette
Devin CowetteAVP, Investment Officer
Mr. Cowette is an AVP, Investment Officer at Charter Trust Company and is located in our Concord NH office.
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Reece M. Brown
Reece M. BrownInvestment Administrator
Mr. Brown is an Investment Administrator at Charter Trust Company and is located in our Concord NH office.

Meet Our Corporate Staff 

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Richard S. Woodfin
Richard S. WoodfinVP of Marketing / Media Director
Mr. Woodfin is Vice President of Marketing and Media Director of Charter Trust Company. He joined the firm in 2012.
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Krista McCarthy
Krista McCarthyVP, Tax Officer
Ms. McCarthy is Vice President and Tax Officer at Charter Trust Company. She joined the firm in 2000.
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Arleen Gosselin
Arleen GosselinVP, Trust Operations
Ms. Gosselin is Vice President of Trust Operations at Charter Trust Company. She joined the firm in 1995.

Chandra Pfeiffer
Chandra PfeifferOperations Assistant
Ms. Pfeiffer is an Operations Assistant at Charter Trust Company. She joined the firm in 2017.

Hannah Witmer
Hannah WitmerOperations Assistant
Ms. Witmer is an Operations Assistant at Charter Trust Company. She joined the firm in 2017.

Melissa Storrs
Melissa StorrsOperations Assistant
Ms. Storrs is an Operations Assistant at Charter Trust Company. She joined the firm in 2018.

Ruthanne Swanson
Ruthanne SwansonReceptionist
Ms. Swanson is the Receptionist at Charter Trust Company. She joined the firm in 1998.