Charter Oak Financial
Jack Yvon CLU® MBA is a seasoned financial services professional with extensive experience in leadership and management. Currently serving as Sr. Managing Director at Charter Oak Financial since August 2019, Jack focuses on developing existing Financial Advisors and attracting new talent while enhancing the firm's regional presence. Prior experience includes various leadership roles at MassMutual from April 2007 to July 2019, including Head of Field Management for the Mid-Atlantic Region, overseeing the recruitment, training, and compliance of over 1,700 Financial Advisors. Jack's earlier career included positions at Charter Oak Financial, Northwestern Mutual, and Deloitte, where foundational skills in financial advising and auditing were developed. Jack holds a Bachelor's degree in Accounting from the Isenberg School of Management at UMass Amherst and an MBA from Western New England University, along with the Chartered Life Underwriter designation from The American College of Financial Services.
This person is not in any teams
Charter Oak Financial
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.