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.


ESCA – Midwestern Regional Conference

June 27, 2022 — June 28, 2022

Chicago, Illinois


Chartwell is a proud sponsor of this event!

Steve Nelson and Dan Kaczmarek will lead an roundtable on “Acquisition Considerations for ESOP Companies” at this regional conference featuring a political update and opportunities to network with senior executives from S corporation ESOP companies. Chris Staloch and Ryan Rassin will also attend. Register here.

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