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 – Southwest Fall Conference

September 22, 2022

Pflugerville, Texas


Chartwell is a proud sponsor of this event!

Steve Nelson will present “ESOP Transaction Trends and Other Valuation Updates” at this educational and networking meeting for members of the Southwest chapter of The ESOP Association. Marissa Semple will also attend. Learn more and register here.

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