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Since 1984 we've been helping our clients create and manage their wealth.  We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them.  We are singularly focused on achieving your financial goals and work every day to earn your trust.  Our

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Since 1984 we&#039;ve been helping our clients create and manage their wealth.  We&#039;ve created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them.  We are singularly focused on achieving your financial goals and work every day to earn your trust.  Our
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Home - Charter Trust Company | chartertrust.com Reviews

https://chartertrust.com

Since 1984 we&#039;ve been helping our clients create and manage their wealth.  We&#039;ve created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them.  We are singularly focused on achieving your financial goals and work every day to earn your trust.  Our

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1

About Us – Charter Trust Company

http://www.chartertrust.com/about-us

Experience the Charter Trust Difference. See our staff’s biographies. To appreciate the breadth and depth of our world class staff. Charter Trust is a New Hampshire Trust Company, chartered by the State of New Hampshire Banking Department. Originally founded by six local banks, we are now solely owned by Lake Sunapee Bank. One of the original founding banks. Steven A. Albrecht. William S. Berger. Stephen W. Ensign. William C. Horn. F Graham McSwiney, Esq. Visit One of Our Local New Hampshire Offices.

2

Our Thoughts – Charter Trust Company

http://www.chartertrust.com/our-thoughts

Our team creates a lot of written and audio content. View the authors below. The Global Market Update. Douglas Tengdin, CFA, CIO. View Mr. Tengdin’s full bio here. Money Basics - Considerations. Steven Albrecht, CEO. View Mr. Albrecht’s complete bio here. Read some of Mr. Albrecht’s articles here. Money Basics - Radio. Cynthia Wentworth, CFO. View Ms. Wentworth’s complete bio here. Money Basics - Life and Investing. Karen Crump, SVP and Investment Officer. View Karen’s complete bio here.

3

Charitable Planning – Charter Trust Company

http://www.chartertrust.com/charitable-planning

Visit Charter Charitable Foundation for professional services. Charter Charitable Foundation was created in 2006 to provide individuals, families and organizations the opportunity to fulfill their charitable intentions. The Foundation is recognized by the IRS as a private charity and is eligible for tax-exempt status under section 501(c)(3) of the Internal Revenue Code. For more information visit the foundations website CharterFoundation.org.

4

Staff Biographies – Charter Trust Company

http://www.chartertrust.com/staff-biographies

Steven A. Albrecht. Mr Albrecht is President and Chief Executive Officer of Charter Trust Company. He joined the firm in 2001. Cynthia A. Wentworth. Director of Financial Planning. Ms Wentworth is Chief Financial Officer of Charter Trust Company. She joined the firm in 1995. Douglas R. Tengdin. Mr Tengdin is Chief Investment Officer of Charter Trust Company. He joined the firm in 2000. Christine L. Donovan. Ms Donovan is Chief Operating Officer of Charter Trust Company. She joined the firm in 1997. Ms Fo...

5

FAQ – Charter Trust Company

http://www.chartertrust.com/faq

Charter Trust Company currently operates under the regulatory oversight of the State of New Hampshire Banking Department. We file quarterly FFIEC 041, Report Filing for Non-Depository Trust Companies with the Banking Department. Q Describe how you control portfolio risk. Q Describe how you control portfolio risk. Additionally, the portfolio holdings are audited by both internal and external audit, and the State of New Hampshire Banking department, to make sure we are following our policy and practices.

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2016 Summer Season | New London Barn Playhouse

https://nlbarn.org/box-office/current-season

Acting Intern Company Bios. Prices, Policies and Information. Subscriptions, Flex Passes and Gift Certificates. Behind the Scenes of Brigadoon. Behind the Scenes of How To Succeed. Shrek Behind the Scenes. The Making of Shrek The Musical. Behind the Scenes of The 39 Steps. Behind the Scenes of Crazy For You. Don’t Dress For Dinner. Behind the Scenes of Don’t Dress for Dinner. Children’s Theater Series. New London Barn Blog. THE 2016 SUMMER SEASON. 59th Annual Straw Hat Revue. June 9th @ 7:30 PM. The bewi...

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Dartmouth Club of the Upper Valley Board of Directors

http://www.dcuv.org/about/board-of-directors

X70;resident@dcuv.org. 118;p@dcuv.org. Membership@dcuv.org. 8211; Membership Chair and Alumni Councilor. Clark Griffiths ’57 Th’58. 8211; Newsletter Editor. 8211; Sponsorships Chair. 8211; Vice President. Wesley Whitaker MALS ’. Downs Rachlin Martin PLLC. Four Seasons Sotheby’s International Realty. The Hanover Group at Morgan Stanley. Longacres Nursery and Garden Center. Maple Street Catering / Big Fatty’s. Norwich Wines and Spirits. The River Valley Club. Roger Clarkson Real Estate.

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Dartmouth Club of the Upper Valley Newsletters

http://www.dcuv.org/newsletters

Downs Rachlin Martin PLLC. Four Seasons Sotheby’s International Realty. The Hanover Group at Morgan Stanley. Longacres Nursery and Garden Center. Maple Street Catering / Big Fatty’s. Norwich Wines and Spirits. The River Valley Club. Roger Clarkson Real Estate. Star Johnson, Realtor. Wells Fargo Advisors, LLC. Dartmouth Club of the Upper Valley.

nhtrustcouncil.com nhtrustcouncil.com

New Hampshire Bar News Discusses Trust Court – New Hampshire Trust Council

http://www.nhtrustcouncil.com/2014/04/23/new-hampshire-bar-news-discusses-trust-court

Advancing New Hampshire's Trust Services Sector. New Hampshire Bar News Discusses Trust Court. New Hampshire Bar News Discusses Trust Court. In the April 16, 2014, issue of the. New Hampshire Bar News. For Mr. Wise’s article, see “ What Cases Belong on Trust Docket? New Hampshire Bar News. April 16, 2014, p. 38. For more information on the trust court, see “ New Hampshire Establishes Dedicated Trust Court. 8221; and “ Judges Cassavechia and King Discuss the Trust Court. By Todd D. Mayo. April 23, 2014.

nhtrustcouncil.com nhtrustcouncil.com

Legislation – New Hampshire Trust Council

http://www.nhtrustcouncil.com/publications/legislation

Advancing New Hampshire's Trust Services Sector. Todd D. Mayo. This act eliminates the board of trust company incorporation, thereby empowering the bank commissioner to determine whether to approve a trust company’s formation. This act is effective July 4, 2013. Text of HB 560. By Todd D. Mayo. June 4, 2013. This act repeals the interest and dividends tax on nongrantor trusts. The repeal applies to taxable years ending on or after December 31, 2013. Text of SB 326. By Todd D. Mayo. June 27, 2012. New Ham...

dcuv.org dcuv.org

Dartmouth Club of the Upper Valley Upcoming Events

http://www.dcuv.org/events

Picnic and Tour of the Saint-Gaudens National Historic Site. Saint-Gaudens National Historic Site, Cornish NH. Sunday, September 18, 2016. 12:00 pm - 3:00 pm. Pack a lunch and join fellow DCUV members for an exploration and tour of the Saint-Gaudens National Historic Site, the home, studios and gardens of one of America's greatest sculptors. Additional details are forthcoming. Admission is charged for visitors age 16 and over. For more information about Saint-Gaudens, including directions,. Dartmouth Clu...

dcuv.org dcuv.org

Dartmouth Club of the Upper Valley Membership Benefits

http://www.dcuv.org/join/membership-benefits

Why should you join the Dartmouth Club of the Upper Valley? Entry to the renowned Holiday Party, complete with hors d’oeuvres and open bar! Eight monthly “Third Tuesday” receptions with important speakers, lively conversation, and a cash bar. Innovative “Behind the Scenes” events which will let you explore Dartmouth facilities, both new and old! BBQs and Potlucks to support Dartmouth sports teams right here on home turf! Help fund the Book Awards for our local Upper Valley high school students.

dcuv.org dcuv.org

Dartmouth Club of the Upper Valley General Information

http://www.dcuv.org/about

A welcoming BBQ for our newest Upper Valley students to attend Dartmouth. Happy Hour events in conjunction with YADA. Tailgates for select Dartmouth home games. Monthly lecture series, known most popularly as the “Third Tuesday Receptions”. An Annual Seminar and Annual Dinner. Celebration of local high school students through our book awards. 8220;Behind the Scenes” tours of Dartmouth facilities. Information on becoming a member of the DCUV can be found on our Join. Downs Rachlin Martin PLLC. Maple Stree...

dcuv.org dcuv.org

Dartmouth Club of the Upper Valley » Annual DCUV BBQ at the Ledyard Canoe Club on the River!

http://www.dcuv.org/events/annual-dcuv-bbq-at-the-ledyard-canoe-club-on-the-river

Annual DCUV BBQ at the Ledyard Canoe Club on the River! Sunday, August 09, 2015. 12:00 pm - 3:00 pm. Hanover, NH 03755. To sign up or for more information, please e-mail DCUV Director Clark Griffiths at clarkgrif@comcast.net. or call at (603) 448-2966. Hanover, NH 03755. Downs Rachlin Martin PLLC. Four Seasons Sotheby’s International Realty. The Hanover Group at Morgan Stanley. Longacres Nursery and Garden Center. Maple Street Catering / Big Fatty’s. Norwich Wines and Spirits. The River Valley Club.

dcuv.org dcuv.org

Dartmouth Club of the Upper Valley Sponsors

http://www.dcuv.org/sponsors

Our sponsors help support the extensive programming provided by the Dartmouth Club of the Upper Valley. You can learn more about the full benefits of sponsoring the DCUV by visiting Become a Sponsor. Phil Ferneau ’84 Tu’96 DP’18. Matt Rightmire Tu’96. Estate Planning and Settlement. Timothy W. Caldwell ’76. Bistro with Live Music and Expanded Wine List. John Chapin ’66 (adopted). Wealth and Investment Management. Douglas Tengdin ’82 CFA. Downs Rachlin Martin PLLC. Tom Csatari ’74. Peter Stern Tu’87.

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