Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

events

NCEO – Fall Forum

September 18, 2024 — September 20, 2024

Indianapolis, Indiana

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Chartwell is a proud sponsor of this event!

Join us at this annual event hosted by the National Center for Employee Ownership, where our experts will present several sessions focused on important ownership and finance topics.

  • Matt Keene & Ashleigh Newlin – Ownership: The Great Balancing Act (9/18 at 9:00am)
  • Dan Kaczmarek – Acquisition Capital for ESOP Companies (9/19 at 3:15pm)
  • Ryan Graham – Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short (9/20 at 10:45am)


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