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 – Northwest Chapter Spring Conference

March 17, 2022 — March 18, 2022

Portland, Oregon


Chartwell is a proud sponsor of this event!

Olivia Kowalski will present “Managing Repurchase Obligations” at this in-person meeting and roundtable event for members of Northwest chapter of The ESOP Association. Adam Hijazi, and Tyler Jacobs will also attend. Register here.

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