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

June 21, 2021 — June 23, 2021

Washington, DC


Chartwell is a proud sponsor of this event!

Join us at The ESOP Association’s National Conference, a three-day event for leading ESOP professionals! Several Chartwell Team members will participate in this hybrid event and two of our ESOP experts will lead sessions on hot industry topics. Click here to learn more.

On Tuesday, June 22, Ryan Graham will present “Why Are Repurchase Studies and Planning Important?” and on Wednesday, June 23, Ted Margarit will speak on “Understanding ESOP Indemnification: Board, Trustee, Sellers & Management.”

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