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 Supports 2021 ESOPathon

November 2021

Chartwell Supports 2021 ESOPathon

Chartwell recently participated in the Employee Ownership Foundation’s inaugural ESOPathon, a month-long, activity-based event celebrating the EOF’s 30th anniversary. We put the hustle on to walk, run, and bike over 700 miles during the month of October, resulting in a $2,000 donation by our “Chartwellness” committee to the nationwide cause!

We are thankful to be able to make such a substantial contribution to the Employee Ownership Foundation and are excited to be a leader in the ESOP community in supporting the effort to expand the creation of new ESOPs and make our world a little better place to live. Special shout outs to Tina Langlois, who ran the best 5K time at 27:57, and to Wil Becker, who personally logged the most miles in October at 150!

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