Mark W. Ungewitter
Profile
Mr. Mark W.
Ungewitter is a Vice President & Investment Officer at Charter Trust Co. where he is also a Portfolio Manager.
Prior to joining Charter Trust in July 2007, Mr. Ungewitter was employed as a Portfolio Manager by CFX Bank, a CPA by John Burk & Associates, a Director by Keene Community Kitchen, Inc., and a Vice President by Keene Sunrise Lions Club.
Mr. Ungewitter received his Bachelor of Science in Economics from the Massachusetts College of Liberal Arts and his Master of Science in Taxation from Bentley University.
Former positions of Mark W. Ungewitter
| Companies | Position | End |
|---|---|---|
| CFX Bank (Keene, New Hampshire) | Corporate Officer/Principal | - |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. | Portfolio Manager-Equities | - |
Training of Mark W. Ungewitter
| Massachusetts College of Liberal Arts | Undergraduate Degree |
| Bentley University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. | Finance |
| CFX Bank (Keene, New Hampshire) | Finance |
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