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 Multi-State Regional Conference

September 8, 2021 — September 10, 2021

Pocono Manor, Pennsylvania


Chartwell is a proud sponsor of this event!

We have two speakers at this regional conference hosted by the Pennsylvania/Delaware and New York/New Jersey chapters of The ESOP Association. Tina Langlois (DiCroce) will speak on “Demystifying ESOP Sustainability” and Ashleigh Newlin will present on “Does Equity Compensation Make Sense as an ESOP-Owned Company?” Learn more here.

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