Charter Oak Capital Management
James Bossieux, CFP®, CIMA® is a seasoned financial professional currently serving as the Director of Investments and Financial Advisor at Charter Oak Capital Management since October 2022. With extensive experience in finance, James previously worked at Vanguard as a Regional Sales Executive, where responsibilities included partnering with financial advisors in New England to offer practice management services. Earlier roles included ETF Product Management at Evergreen Investments and as an Equity Product Analyst at Columbia Management. James began a career in finance as a Senior Corporate Trainer and Trader at Harris Direct LLC. Academic credentials include an MBA with an International Concentration from the University of South Carolina Darla Moore School of Business and a BA in Political Science from North Carolina State University.
This person is not in any offices
Charter Oak Capital Management
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com.