Charter Oak Capital Management, an investment firm in Kennebunk and Portland, has promoted Emma Bean to partner and senior financial advisor.
Bean joined Charter Oak in 2015 and has steadily taken on an increased role and responsibility with the firm’s clients and as part of its leadership team.
“Emma has exhibited her ability to seek excellence as a senior financial advisor and to bring a can-do attitude with service above self to the continued growth of the firm,” said Jeffrey Troiano, Charter Oak’s founder and managing partner. “We are excited to have Emma’s voice, expertise and dedication to the long-term direction and continued growth of the firm.”
She began her wealth management career at Morgan Stanley, specializing in comprehensive financial planning.
As a Certified Financial Planner, she works closely with clients and their families to identify goals, evaluate available resources and develop personalized financial plans.
Bean is a member of the firm’s professional development committee and is chair of the financial planning subcommittee.
She received her bachelor’s degree from Roger Williams University in Rhode Island.
Charter Oak Capital Management is a privately owned independent wealth management firm serving New Hampshire and Maine. The firm has six partners and 22 employees and currently manages assets of over $1 billion.