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 Adds Dallas Presence, Expands into Southwest

December 2019

Chartwell Adds Dallas Presence, Expands into Southwest

Chartwell is pleased to announce the addition of our eighth office: Dallas, Texas. With more than 25 years of financial advisory experience, Chartwell has again expanded its national presence to better serve clients across the country.

Managing Director Steve Nelson has relocated from Minneapolis to head our Dallas office. In addition to leading Chartwell’s transaction opinions practice, Steve will also build out the firm’s full suite of services from Dallas, including corporate finance, ownership advisory, and business valuation.

We look forward to serving you from the Lone Star State in 2020 and beyond!

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