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James Bossieux, CFP®, CIMA® is a seasoned financial professional currently serving as the Director of Investments and Financial Advisor at Charter Oak Capital Management since October 2022. With extensive experience in finance, James previously worked at Vanguard as a Regional Sales Executive, where responsibilities included partnering with financial advisors in New England to offer practice management services. Earlier roles included ETF Product Management at Evergreen Investments and as an Equity Product Analyst at Columbia Management. James began a career in finance as a Senior Corporate Trainer and Trader at Harris Direct LLC. Academic credentials include an MBA with an International Concentration from the University of South Carolina Darla Moore School of Business and a BA in Political Science from North Carolina State University.