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 15, 2021 — September 17, 2021

Des Moines, Iowa


Chartwell is a proud sponsor of this event!

Join us at the next regional conference hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin chapters of The ESOP Association. Ryan Graham will present “The Invisible Looming ESOP Liability – Repurchase Obligation” and Tim Lang will speak about “Top 10 ESOP Transaction Considerations and Negotiation Items.”

Tim Cleary, Matt Schubring, Ryan Graham, Tim Lang, Ryan Rassin, Matt Dennison, Josh Graff, and Lindsey Reilly will also attend. Learn more here.

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