Charter Oak Capital Management Welcomes Cindi Carbino as Director of Administration and Finance

PORTSMOUTH, NH & KENNEBUNK, ME, November 27, 2024 – Charter Oak Capital Management, a wealth management firm and fiduciary dedicated to bringing independent advice to New England’s top earners, is pleased to announce the addition of Cindi Carbino as Director of Administration and Finance.

As Director of Administration and Finance, Cindi oversees the firm’s finance, human resources, facilities, and information technology functions. In this role, she ensures that these key areas operate effectively and are best positioned to support the company’s objectives while fostering a collaborative environment.

"We are thrilled to welcome Cindi to our leadership team," said Jeffrey Troiano, Managing Partner. "As a seasoned professional in the finance and executive management sector, Cindi will provide leadership and strategic direction for the administration of our business and contribute to the overall success and growth of Charter Oak.”

Cindi has extensive leadership experience in the financial sector, with a proven track record of developing productive teams, driving continuous improvement and delivering results at firms such as JP Morgan, Royal Bank of Scotland, and AIG. She also has a recent background in leadership development and executive coaching to further enhance organizational effectiveness.  

"I am excited to be part of the outstanding team at Charter Oak,” said Cindi Carbino. “I look forward to building on Charter Oak’s strong foundation while implementing new and innovative solutions that will help scale our administrative functions for growth and empower everyone to succeed.”