Rich Chapman

Rich Chapman
Managing Director

PRESENT POSITION

Rich leads Chartwell’s Capital Reserve Planning client engagements.  He is a nationally recognized authority on the use of funding strategies to manage long-term corporate liabilities and risk events.  Rich is a frequent keynote speaker and is also a published author on the topics of leadership and character development.

 

MEMERSHIPS & DESIGNATIONS

Rich is an active member of The ESOP Association and the National Center for Employee Ownership.  He is a registered representative with Valmark Securities and holds FINRA Series 6 and 63 licenses.

 

PRIOR EXPERIENCE & EDUCATION

Rich joined Chartwell following a 25-year career with Clark Consulting, where he served as CEO of the banking industry’s largest distributor and administrator of executive benefit plans and Bank Owned Life Insurance programs.  Rich oversaw all operations, guided a national sales organization that placed over $50 billion in premiums, and also helped lead his company to a successful public offering.  He then went on to consult with privately held middle-market companies by equipping executive leaders, building healthy corporate cultures, and inspiring growth through the pursuit of personal excellence.

 

Rich is a graduate of Augustana University, where he earned a double major, with honors, in mathematics and business administration.  Rich was an All-America basketball player and has been honored by the NCAA for his success in athletics, business leadership, and community service.  Rich is also a frequent keynote speaker and a published author of two books, All-Pro Wisdom: The Seven Choices That Lead to Greatness and The Greater Game, which he developed in conjunction with the National Football League.

 

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