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.

Jeff Troiano
Managing Partner, Senior Financial Advisor
Charter Oak Capital Management
United States, Maine, Kennebunk
About Me
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
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