Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.


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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