Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.

Events

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The ESOP Association – Pennsylvania/Delaware Spring Conference

March 28, 2023 — March 29, 2023

Harrisburg, Pennsylvania

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The ESOP Association – Texas/Oklahoma Spring Conference

April 5, 2023 — April 6, 2023

Arlington, Texas

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The ESOP Association – MN/DAK Winter Conference

April 13, 2023

Minneapolis, Minnesota

ACG Raleigh – ​Capital Conference

April 18, 2023 — April 19, 2023

Raleigh, North Carolina

NCEO – Annual Employee Ownership Conference

April 24, 2023 — April 27, 2023

Kansas City, Missouri


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