Passion for Work, Intellectual Curiosity, Collaboration, & Respect for All
These core values are the foundation of our firm; they unite our team and fuel our mission to deliver the most creative, unbiased, and responsible solutions in the financial advisory industry.
We believe skillful, original thinking by a diverse team with complementary skills is the most effective way to produce superior results for our clients and our employees. It is crucial for us to provide a respectful, supportive environment where people can learn, grow, and have fun! Chartwell supports various committees and resource groups inspired by our core values.
Diversity & Inclusion
Chartwell is committed to building an inclusive and equitable culture
We encourage and celebrate diverse voices. By creating an environment where our team can bring their whole selves to work, Chartwell empowers everyone to generate better ideas to support our clients, business, and evolving society.
Giving Back
Our philanthropic mission is to help make the world a better place to live
Chartwell believes serving others extends beyond our professional lives. We support organizations that promote equity and positively impact the communities around us.
Wellness
We foster a team environment dedicated to holistic wellbeing
Through the support of healthy lifestyle choices, our Chartwellness committee provides employees with health education, group activities, and competitions that enable them to achieve their best possible self.
Women in Leadership Development
Chartwell develops and rewards female leaders and professionals
Our WILD group creates opportunities for candid conversations about how to build each other up as we progress through our careers. Through discussions and activities, we provide mentoring opportunities, leadership development, and networking focused on topics of importance to women.