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 – Professionals’ Forum

February 8, 2023 — February 10, 2023

New Orleans, Louisiana


Network with Chartwell’s ESOP leadership team at this meeting designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies.

Ryan Graham | Dan Kaczmarek | Tina Langlois | Ted Margarit | Steve Nelson | Matt Schubring | Matt Ewing | Chris Ham | Matt Dennison | Nate Dykes

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