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 – California/Western States Chapter Annual Conference

October 11, 2021 — October 13, 2021

Monterey, California


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.

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