Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

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Ben Phillips Joins Chartwell Dallas

September 2022

We are pleased to welcome Ben Phillips to Chartwell as a Managing Director in our Dallas office, further expanding the firm’s leadership group. Ben will lead business development activities in the Southwest region for all Chartwell practices. For more than 12 years, he has engaged with privately-owned companies and their owners, specializing in the financial services area.

“We are thrilled to have Ben on the team,” said Steve Nelson, Managing Director and Head of Transaction Opinions. “He brings a variety of relationships to Chartwell from his time in private equity, commercial real estate, and commercial banking that we are excited to build upon throughout Texas.”

About Ben

Ben joins Chartwell from Juniper Capital Management, where he established the business development function. Prior to Juniper, he held roles at Transwestern, where he was a recipient of the Rising Star Award, and Texas Exchange Bank. Ben began his career at Jones Lang LaSalle in the industrial services group.

Ben holds a Bachelor of Business Administration degree in real estate finance from the University of Mississippi. He has also completed the Executive Education Mergers & Acquisitions course at Southern Methodist University (SMU) Cox School of Business.


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