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 Hosts 2019 Pro Day

August 2019

Chartwell Hosts 2019 Pro Day

Chartwell recently welcomed undergraduate students in Minneapolis for our fourth annual educational outreach program. Chartwell Pro Day is a chance for students in finance and business fields to get to know the folks at Chartwell and become familiar with our career options, including internships.

On August 16, 2019, Pro Day students met at Chartwell’s Minneapolis office to explore what it’s like to start a career in finance at Chartwell. The students attending Pro Day hailed from three schools: the University of Minnesota, the University of St. Thomas, and Lake Forest College. Chartwell’s Pro Day team was comprised of nine professionals with tenures ranging from one to twenty years of service with the firm.

Pro Day started out with a warm welcome and firm overview by Managing Director Wil Becker. A few of our Analysts and Associates then jumped in to describe the early years of their finance careers and their own experiences at Chartwell. Next, HR Director Diane Riley dove into the reasons people like to work at Chartwell: our strong culture and the many benefits of working for a smaller company. “We look forward to this event every year. Spending the day with these students provides us an opportunity to meet emerging talent early while encouraging that talent to consider a career at Chartwell,” said Riley.

The group then dug into the technical learning portion of the program. Senior Analyst Josh Graff introduced employee stock ownership plans (ESOPs) and Senior Analyst Will Rehnberg presented business valuation basics. Managing Director Matt Schubring presented a case study about a recent corporate finance engagement.

Pro Day concluded with an interactive lunch where the students sat in small groups with Chartwell professionals. Topics of conversation ranged from how careers began at Chartwell to how to calculate a weighted average cost of capital. Managing Director Paul Halverson commented, “We are proud to host this event for the fourth year and support the career development of the next generation of professionals. Our team appreciates the opportunity to market our firm to the best undergraduate talent for future employment.”

Learn more about Chartwell’s internship program.

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