Our Team

The Charter Group is built around investment leadership, client relationships, planning support, and day-to-day service.

Our team structure is designed to provide continuity beyond any one person. Portfolio decisions, client communication, planning coordination, and service requests are handled through a defined team approach.

Investment Leadership

Portfolio construction, asset allocation, and security selection are led internally by our portfolio management team.

Investment decisions are made in-house and implemented consistently across client portfolios.

Mark Jasayko, MBA, CFA

Senior Portfolio Manager & Senior Investment Advisor

Mark leads portfolio strategy, asset allocation, and security selection for The Charter Group. His work focuses on market cycles, valuation, portfolio construction, and long-term investment discipline.

Keith Henderson, BBA, CIM®, CFP®

Associate Portfolio Manager & Senior Investment Advisor

Keith focuses on client strategy, portfolio management, planning coordination, and relationship leadership. He works with clients to connect investment decisions to their broader financial picture.

Client Relationships & Planning

Our advisory team works with clients on portfolio reviews, planning conversations, account strategy, and ongoing relationship management.

The goal is to keep advice, portfolio management, and planning aligned as client circumstances change.

Laura O’Connell, CFP®, FMA

Associate Investment Advisor  

Laura works with clients on financial planning, retirement planning, estate considerations, and ongoing wealth management needs.

Nadia Azam, BA

Associate Investment Advisor

Nadia supports client relationships, planning coordination, portfolio reviews, and implementation.

Operations & Client Service

Our operations and service team supports account administration, documentation, transfers, money movement, client requests, and day-to-day service.

Kelsey Sjoberg

Administrative Associate

Kelsey supports client administration, operational coordination, and account service. She helps keep client requests organized and moving through the process.

Amrit Senghera, BBA

Client Service Associate

Amrit supports account administration, documentation, and client service. Her background in banking and trust helps support the team’s operational work.

How the Team Works Together

Each client relationship has a defined lead advisor, supported by portfolio oversight, planning resources, and operations.

This allows us to keep investment decisions centralized while still providing direct client contact and service support.

The goal is simple: clear accountability, consistent communication, and continuity over time.

Start a Conversation

If you would like to learn more about our investment approach or discuss your portfolio, we would welcome the opportunity to speak with you.

Start a Conversation