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 – Fall ESOP Forum

September 26, 2022 — September 28, 2022

St. Louis, Missouri


Chartwell is a proud sponsor of this event!

Meet us in St. Louis where members of the employee ownership community across industries and the country will share information and generate ideas. Will Bloom, Ryan Graham, Ryan Rassin, and Matt Dennison will host a pre-Forum workshop on “Transitional to Transformative Strategies to Sustain ESOP Ownership.” Plus, three of our experts will present breakout sessions during the main event. Steve Nelson and Matt Ewing will also attend. Learn more and register here.

Monday, September 26

  • Katie Lind – Evolving Executive Compensation: Design Challenges & Opportunities (3:30-4:30pm)

Tuesday, September 27

  • Tina Langlois – A Mock ESOP Summit on Sustainability (9:10-10:10am)
  • Ted Margarit – Debt Restructuring for ESOP Companies (10:25-11:25am)

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