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.


The ESOP Association – CAWS Annual Conference

September 28, 2022 — September 30, 2022

Coronado, California


Chartwell is a proud sponsor of this event!

Olivia Kowalski will present “Valuation 101” at this annual conference hosted by the California/Western States chapter of The ESOP Association. Nick Braun, Richard Joseph, and Adam Hijazi will also attend. Learn more here.

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