News

April 2015
Two Chartwell professionals are scheduled to speak at The ESOP Association's annual ESOP conference on May 7-8 in Washington, DC.
April 2015
Chartwell is proud to be a Gold Sponsor of the 2015 ACEC Annual Convention on April 19-22 in Washington, D.C. Chartwell is also the sole sponsor of the CFO Council's Finance Track and the EEA Gala After Party!
March 2015
Eight Chartwell professionals are scheduled to speak at the 2015 NCEO Employee Ownership Conference on April 20-23 in Denver, Colorado.
March 2015
ORANGE COUNTY, California – Chartwell is pleased to announce the addition of Richard Joseph as a Managing Director to the firm. Richard will lead Chartwell’s west coast expansion from its new Orange County office. He has worked with ESOPs and other retirement plans for over 25 years. Richard is a recognized authority in fiduciary compliance, corporate governance, ESOP asset management, and other business issues impacting privately held companies.
March 2015
THE KEYSTONE is published semi-annually and focuses on current trends in the AEC sector. The Q4 2014 featured article spotlights Chartwell client, EA Engineering, Science, and Technology, Inc, PBC and how it is leading the way for socially responsible business with an ESOP and PBC status.

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