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 Policy Conference

December 6, 2021 — December 7, 2021

Minneapolis, Minnesota


Chartwell is a proud sponsor of this event!

Join us at this regional conference featuring ESCA’s popular breakout sessions led by top S ESOP professionals including a presentation by Paul Halverson about “Finance Strategies to Remain Employee Owned Indefinitely.” Greg Fresh and Chris Staloch will also attend. Register here.

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