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.


Chartwell Hires 14 New Analysts

Chartwell Hires 14 New Analysts

We are pleased to welcome 14 new analysts from the class of 2021! Chartwell is excited to have these young professionals join the team in our Chicago, Minneapolis, Dallas, and Orange County offices. Five of these new analysts participated in Chartwell’s internship program before joining full time. Our dedicated and hard-working team members have always been, and continue to be, at the core of Chartwell’s success. We look forward to developing our next generation of financial professionals into trusted advisors focused on serving you and your company for the long run.

Alex Brown – Chicago
Matt Daniels – Chicago
Riley Flanagan – Minneapolis
David Freund – Minneapolis
Brady Happe – Minneapolis
Ian Johnson – Minneapolis
Max Kurzban – Dallas
Sean Lindberg – Minneapolis
Zach Mains – Minneapolis
Fritz Miller – Orange County
Kevin Paek – Chicago
Dan Porell – Chicago
Ryan Waldoch – Minneapolis
Johnny Warn – Chicago

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