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 – CEO Summit

August 14, 2022 — August 16, 2022

Park City, Utah


Chartwell is a proud sponsor of this event!

Connect with Tim Cleary and Matt Ewing at this national summit exclusively for CEOs and Presidents of ESOP companies. Learn more about this world-class two-day program hosted by The ESOP Association here.

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