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 Pacific Regional Policy Conference

October 18, 2021 — October 19, 2021

Coronado, California


Join Greg Fresh at ESCA’s Pacific Regional Policy Conference featuring breakout sessions led by top S ESOP professionals, a political update, and opportunities to network with senior executives from S corporation ESOP companies. Greg will lead a breakout on “Responding to Unsolicited Offers”. Sign up for this in-person conference here.

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