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 Conference

November 9, 2022 — November 11, 2022

Las Vegas, Nevada


Chartwell is a proud sponsor of this event!

Join us at The ESOP Association’s Employee Owned Conference, where five of our experts will speak on hot topics surrounding employee ownership. Stop by the Chartwell booth to say hello and connect with our team! Learn more about the largest ESOP conference in the world here.

Thursday, November 10

  • Dan Kaczmarek – Raising Capital for ESOP Company Growth (11:00am)
  • Tim Lang – Advanced Company Valuation (11:00am)
  • Ryan Graham – Keys to ESOP Sustainability (3:15pm)

Friday, November 11

Additional Conference Attendees

Back to top