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.


NCEO – 2022 Employee Ownership Conference

April 25, 2022 — April 28, 2022

Seattle, Washington


Chartwell is a proud sponsor of this event’s preconference and leadership lounge!

Our professionals will present five sessions during this annual employee ownership conference hosted by the National Center for Employee Ownership. Chartwell will also be hosting expert-led roundtables in the Leadership Lounge. Don’t miss your chance to have meaningful conversations with our team of ESOP industry leaders! Learn more and register for the conference here.

Monday, April 25 (Preconference)

Tuesday, April 26

  • Matt Keene – Attracting and Retaining Key Talent Through Executive Compensation (2:15-3:15pm PT)

Wednesday, April 27

Conference Attendees

Wil Becker | Tim Cleary | Greg Fresh | Richard Joseph | Matt Keene | Ted Margarit

Joe Skorczewski | Chris Staloch | Ryan Graham | Dan Kaczmarek | Tina Langlois | Ashleigh Newlin

Matt Dennison | Matt Ewing | Olivia Kowalski | Dillon Lewchuk | Katie Lind | Will Rehnberg

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