The Team
The Charter Group operates as a coordinated team with clearly defined roles, led by in-house discretionary portfolio management.
Clients work with the same core group of professionals over time, ensuring accountability, continuity, and a consistent approach to decision-making.
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 works with clients on ongoing planning needs and day-to-day relationship coordination, helping ensure advice remains aligned with evolving goals and circumstances.
Laura O’Connell, CFP®, FMA
Associate Investment Advisor
Laura provides depth in financial planning, supporting retirement planning, cash flow analysis, and coordination with tax and estate considerations.
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 oversees client administration and operational execution across the practice. She manages account documentation, transfers, and service coordination, ensuring a seamless client experience. She has been with the team since 2017 and plays a central role in day-to-day client support.
Amrit Senghera
Administrative Associate
Amrit supports client administration and account servicing across the practice. She assists with account documentation, transfers, and operational coordination to ensure timely execution and accuracy. Her role strengthens the team’s ability to deliver responsive and reliable client support.
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.
