The Team Behind the Portfolios
The Charter Group is structured around investment leadership, client relationships, planning support, and operations.
Portfolio decisions, client service, and planning coordination are handled through a defined team structure. The goal is consistency, continuity, and clear accountability.
How We Work
Investment decisions are led internally, with planning advice and client service coordinated to support portfolio strategy. This structure supports disciplined advice and consistent execution across client relationships, while allowing specialists to be involved when appropriate.
Investment Leadership
Mark Jasayko, MBA, CFA
Senior Portfolio Manager
Mark leads portfolio construction, asset allocation, and security selection for The Charter Group’s model portfolios. He is responsible for overall investment positioning, risk management, and long-term portfolio strategy.
Keith Henderson, BBA, CIM®, CFP®
Associate Portfolio Manager
Keith works closely with clients to translate investment strategy into practical outcomes. He supports portfolio oversight and serves as the primary relationship lead, coordinating investment management, planning, and implementation.
Client Relationships & Planning
Nadia Azam, BA
Associate Investment Advisor
Nadia supports client relationships, planning coordination, portfolio reviews, and implementation.
Laura O’Connell, CFP®, FMA
Associate Investment Advisor
Laura works with clients on financial planning, retirement planning, estate considerations, and ongoing wealth management needs.
Operations & Client Service
Our operations and client service team supports account administration, reporting, and execution. This group ensures portfolios are implemented accurately and that client requests are handled efficiently and professionally.
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.
Continuity and Depth
The Charter Group is structured to ensure continuity beyond any one individual. Clear processes, shared knowledge, and defined responsibilities ensure continuity of decision-making and consistent execution across market cycles.
To learn more about how our thinking translates into action, explore our investment approach below.
To review our current thinking, explore the section below.
