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 – MN/DAK Chapter Summer Meeting

August 5, 2021

Minneapolis, Minnesota


Chartwell is a proud sponsor of this event!

Matt Schubring will present “2020 Long Term Effects on Valuations & Repurchase Obligation.”

Joe Skorczewski, Tim Lang, Matt Dennison, Dillion Lewchuck, Michael Fisher, Josh Graff, and Lindsey Reilly will attend this in-person educational and networking opportunity. Learn more here.

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