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.

Networking Events

Don’t miss your chance to learn about ESOPs and their utility in estate planning! Please contact Ted Margarit with any questions about Chartwell’s event co-hosted with Morgan Stanley on March 22 in Dallas, Texas.

Chartwell + Morgan Stanley Event 3/22/23

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