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.

events

The ESOP Association – MN/DAK Winter Conference

February 23, 2023

Minneapolis, Minnesota

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Chartwell is a proud sponsor of this event!

Connect with the Chartwell team at this event for members of The ESOP Association Minnesota/Dakotas chapter. Ryan Graham will discuss repurchase obligation strategies, pitfalls and experiences and Matt Schubring will lead a panel presentation on conducting an annual shareholder meeting for ESOP participants.


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