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 – National Conference

May 4, 2022 — May 6, 2022

Washington, D.C.


Chartwell is a proud sponsor of this event!

Listen to three of our ESOP experts present on important industry topics at this national conference for members of The ESOP Association. Will Bloom, Greg Fresh, Matt Schubring, Chris Staloch, Matt Ewing, and Will Rehnberg will also attend. Learn more here.

Thursday, May 5

  • Tim Lang – Basic ESOP Valuation (1:15pm EST)

Friday, May 6

  • Ashleigh Newlin – Why are Repurchase Studies and Planning Important? (11:00am EST)
  • Ryan Graham – Managing the ESOP Repurchase Liability in Uncertain Times (1:30pm EST)

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