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 22, 2021 — September 24, 2021



Chartwell is a proud sponsor of this event!

During the opening pre-forum workshop, listen to Paul Halverson, Tim Cleary, Matt Dennison, and Nate Dykes as they present “Transitional to Transformative Strategies to Sustain Your ESOP Ownership.”

During the main conference, Olivia Kowalski will speak on “ESOP Valuation Basics,” Ted Margarit will talk about “Bringing Your ESOP to Mexico,” and Nick Braun will present “Top Questions Any Board Member Should Be Asking About Their ESOP.”

Learn more about the event and register here.

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