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 – Texas/Oklahoma Spring Conference

April 5, 2023 — April 6, 2023

Arlington, Texas


Chartwell is a proud sponsor of this event!

Steve Nelson will present “Valuation 101” and Jeff Anderson will discuss a “Valuation and Capital Markets Update” at this at this local educational and networking ESOP event. Tim Lang and Ben Philips will also attend.

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