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 – Midwest Regional Conference

September 20, 2022 — September 22, 2022

Milwaukee, Wisconsin


Chartwell is a proud sponsor of this event!

Join us at this regional chapter event is hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin chapters of The ESOP Association. Ryan Graham will discuss “Sustainability Throughout Your ESOP Lifecycle” and Tim Lang will present about “Basic ESOP Valuation.” Learn more here.

Wil Becker, Tim Cleary, Matt Dennison, Rob Faust, Michael Fischer, Josh Graff, Luke Jaeger, Dan Kaczmarek, Collin Mayer, Lindsey Reilly, and Matt Schubring will also attend.

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