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 Great Lakes Regional Conference

September 27, 2021 — September 29, 2021

Sandusky, Ohio


Chartwell is a proud sponsor of this event

Tina Langlois will present “A Proactive Approach to the Valuation/Repurchase Obligation Interrelationship” at this collaborative regional event hosted by the Indiana, Michigan, and Ohio/Kentucky chapters of The ESOP Association. Learn more about the event here.  

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