Marianne Loew, CFA, Joins Charter Trust Company
Concord, NH – (August 14, 2017) – Charter Trust Company, is pleased to announce that Marianne Loew, CFA, has joined the firm as a Senior Vice President & Investment Officer.
Ms. Loew brings over 19 years of financial analysis and portfolio management experience to Charter Trust. She has been serving clients in the Upper Valley marketplace for many years and will be based in the firm’s Concord New Hampshire Corporate headquarters.
“We are thrilled to have Marianne joining our investment team. She brings with her tremendous insight into the unique needs of our clients” said William McIver President of the firm. “Marianne’s experience managing client portfolios and implementing customized investment strategies fits our client centric model very well.”
Marianne graduated Cum Laude from Tufts University with degrees in International Relations and Spanish. She received the Chartered Financial Analyst (CFA®) designation in 2007.
About Charter Trust Company
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 $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. For more information call 603-224-1350 or visit our website at: CharterTrust.com.