Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.


The ESOP Association – Texas/Oklahoma Fall Conference

September 13, 2023 — September 14, 2023

Oklahoma City, Oklahoma


Chartwell is a proud sponsor of this event!

Jeff Anderson will present “Valuation Basics” and Tim Lang will present “Advanced Valuation Basics” at this conference and roundtable event for members of the Texas/Oklahoma chapter of The ESOP Association. Marissa Semple will also attend.

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