News

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.
March 2015
RALEIGH, North Carolina – Chartwell is proud to announce that Managing Director Matt Keene has been elected to serve on the Board of Directors for the National Center for Employee Ownership (NCEO). As an NCEO board member, Matt will work to promote employee ownership across the United States through advocacy and education. Already an active member of the employee stock ownership plan (ESOP) and equity compensation communities, Matt will continue his commitment to education and best practices in this new role. He will begin his term on April 1.
March 2015
CHICAGO, Illinois – Chartwell is pleased to announce the addition of Craig Cook as a Managing Director to the firm. Craig will lead Chartwell’s Chicago valuation practice. He is a seasoned specialist in the valuation of complex financial instruments such as preferred stock, convertible debt, swaps, warrants, and options. Craig also specializes in the appraisal of fractional equity ownership interests, intangible assets, and intellectual property. He provides appraisal services for purposes of financial statement reporting under ASC 350, 450, 718, 805, 815, and 820. Craig also has experience valuing illiquid assets managed by private equity and venture capital funds, hedge funds, and mutual funds.

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