Chartwell is pleased to announce its pending acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

Yolonda Jones

Yolonda has over 25 years of experience providing senior-level administrative support to executive management. She has extensive experience with coordinating travel arrangements and itinerary planning, preparing and formatting reports, organizing client documents, recording client interview minutes, preparing and sending agreements, answering and prioritizing customer calls, performing accounting duties, scheduling meetings, managing partner calendars, and all other related tasks.

Professional Experience

Prior to Chartwell, Yolonda was an executive assistant at Legacy Equity Valuations and also worked at Moss Adams LLP for 22 years in the ESOP and valuation practice.


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