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 – Employee Owned 2021

November 11, 2021 — November 12, 2021

Las Vegas, Nevada


Chartwell is a proud sponsor of this event!

Join us at The ESOP Association’s Employee Owned 2021 Conference where four of our professionals will speak on hot topics surrounding employee ownership. Stop by booth #20 to say hello and connect with our team!

Thursday, November 11

  • Ted Margarit – “Second Stage ESOP Transactions” (9:45am PST)
  • Tim Lang – “Basics of ESOP Valuation” (11:00am PST)
  • Will Bloom – “The Latest Trends in ESOP Transaction Financing” (3:15pm PST)

Friday, November 12

  • Ryan Graham – “5 R’s of ESOP Distribution – An Overview” (8:00am PST)

Additional Chartwell attendees include: Wil Becker, Nick Braun, Tim Cleary, Matt Ewing, Greg Fresh, Richard Joseph, Dan Kaczmarek, Olivia Kowalski, Tina Langlois (virtual), Dillion Lewchuk, Steve Nelson (virtual), Ashleigh Newlin (virtual), Lindsey Reilly, Matt Schubring, Joe Skorczewski, and Chris Staloch.

Find out more about the world’s largest hybrid conference for ESOPs here.

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