Jeff Sobon’s long career with Charter Oak Financial has prepared him well to lead The Heritage Team’s operations. Since starting with the firm in 1999, he has been exposed to many facets of the industry, from the role of a financial services professional to handling technology.
Today, Jeff draws on those 22 years to lead the Heritage Team’s day-to-day administration, ensuring that internal and external partners, firms, third-party administrators, and clients experience the very best service in the industry.
Jeff lives in Wolcott, CT with his wife, Christina, twins Willow and Elijah, and dogs Ivy and Wally. In his free time, he enjoys lifting weights, cooking for his family, and playing bass guitar on the weekends.