Max Trama, Client Relationship Manager

The Story

From onboarding to ongoing account service, Max is responsible for facilitating an optimal experience for Charter Oak’s Heritage Team’s clients.

Max started his career in sales, where he saw firsthand the importance of building solid relationships. These skills are ideal in helping The Heritage Team fulfill its commitment to serve its clients for the lifetime of their financial plans.

Max lives in Norwalk with his girlfriend. He enjoys cooking, sports, and spending time with his family and his two dogs.