Todd Cesca
Partner, Charter Oak Capital Management
- Role
- Partner & Senior Financial Advisor at Charter Oak Capital Management
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Todd Cesca
Seasoned wealth manager adding value with a unique process for helping individuals and…
Experience
Partner & Senior Financial Advisor
Charter Oak Capital Management
Jul 2018 — Present
Education
University of New England
Bachelor of Arts (B.A.), Liberal Arts
1991 — 1995
University of Southern Maine
Edmund S. Muskie School of Public Service, Master of Public Administration (MPA), Economic Analysis
1997 — 1999
Skills
- Financial Planning
- Research
- Economics
- Investments
- Chartered Retirement Planning Counselor
- Coaching
- Financial Advisory
- Strategic Financial Planning
- Finance
- Series 7
- Strategic Planning
- Portfolio Management
- Investment Advisory
- Fixed Income
- Equities
- Asset Management
- Strategy
- Wealth Management
- Management
- Mutual Funds
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