CoverProfile

Jeff Troiano

Managing Partner, Senior Financial Advisor

Charter Oak Capital Management

United States, Maine, Kennebunk

About Me

Jeff Troiano started in the wealth management business in 1992 and founded Charter Oak Capital Management in 2002. In addition to working with clients and managing the strategic growth of the firm, Jeff is also a member of the firm's Professional Development Committee and chairs its Investment Subcommittee. As a strong advocate for community service, Jeff currently serves as President of South Church Affordable Housing Project in Kennebunkport and is a Trustee of Waynflete School in Portland. His past service includes terms as President of The Ogunquit Playhouse Foundation, President of Webhannet Golf Club and Chair of Maine School Administrative District 71.

Profile Information

Managing Partner, Senior Financial Advisor

Charter Oak Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kennebunk

Maine

United States

Jul 25, 2025

More profiles to browse

Profile Photo
Samuel Reid
Senior Financial Advisor
KZ
Karen Zaramba
Partner, Senior Financial Advisor and Senior Financial Planner
Profile Photo
Todd Cesca
Partner & Senior Financial Advisor
EB
Emma Bean
Partner & Senior Financial Advisor

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST