Chartwell is a proud sponsor of this event!
Olivia Kowalski will present about “ESOP Valuation” at this annual conference hosted by the California/Western States chapter of The ESOP Association. Richard Joseph will also attend. Learn more here.
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.
events
The ESOP Association – California/Western States Chapter Annual Conference
October 11, 2021 — October 13, 2021
Monterey, California
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