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

SS
Sarah Serling
Partner, Senior Financial Advisor
Profile Photo
Katy Carr
Senior Associate Financial Advisor, Behavioral Coaching Lead and Relationship Manager
Profile Photo
Jessica Kreger
Senior Financial Advisor, Director of Education and Training
AC
Alicia Chiamulera
Senior Financial Advisor, Financial Planning Lead

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University