Charter Oak Financial
Kate Ellis has extensive work experience in the financial industry. Kate is currently the Director of New Business at Charter Oak Financial, a position they have held since May 2020. Prior to this, they worked at MassMutual for over 14 years, where they held various roles including Director, Relationship Manager, Case Manager, and Operations Support Representative.
Kate Ellis received their high school diploma from Minnechaug Regional High School in 1999. Kate then went on to study Criminal Justice at Holyoke Community College from 2000 to 2002, earning an Associate of Science (AS) degree. Kate continued their education at Westfield State University, where they obtained a Bachelor of Science (BS) degree in Criminal Justice from 2002 to 2004.
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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.