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 – Is an ESOP Right for You?

June 28, 2022 — June 29, 2022

Charlotte, North Carolina


Chartwell is a proud sponsor of this event!

Join Matt Keene as he presents “Incentive Compensation for ESOP Companies” at this seminar for companies considering transitioning to employee ownership. Learn more here.

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