Timothy Allen is a VP, Wealth Manager at Charter Trust Company. He joined the firm in 2014 and is based in our New London, NH, office.
Mr. Allen received his Bachelor of Liberal Arts degree, majoring in Philosophy and minoring in Hospitality Management, from the University of New Hampshire. He is a graduate of the American Bankers Association National Trust School and has completed Graduate Levels I & II of the American Bankers Association Trust School. Ensuing he will be sitting for the CTFA.
Prior to joining Charter Trust, Mr. Allen worked for a small business holding several titles, focusing largely on customer service. His experiences with accounting and financial analysis motivated Mr. Allen to transition to the personal wealth management industry.
Mr. Allen is an avid golfer, often participating in charity and fundraising events in the New England region. He also enjoys fishing, hiking, and skiing. In his spare time, he frequently seeks opportunities to volunteer in his community.