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 New England Chapter Fall Conference

September 30, 2021 — October 1, 2021

Portland, Maine


Chartwell is a proud sponsor of this event!

Ashleigh Newlin will speak about the “Basics of Repurchase” at this in-person multi-track educational event hosted by the New England chapter of The ESOP Association. Register for the event here.

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