We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.


The ESOP Association – MN/DAK Board of Directors Conference

February 22, 2023

Minneapolis, Minnesota


Chartwell is a proud sponsor of this event!

ESOP experts Ryan Graham and Matt Schubring will present about the hot topics of repurchase obligation and mergers & acquisitions at this one-day workshop hosted by The ESOP Association. This event format is intended for the entire board of ESOP companies to learn, discuss, and work through BIG ESOP questions while having access to professional service members.

Back to top