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.


Portland Office Relocation

July 2022

Portland Office Relocation

Chartwell’s Oregon team has relocated to the Wells Fargo Center in downtown Portland! The new location supports the firm’s continued growth in the Pacific Northwest market, as well as our desire to serve our clients over the long run. “Our new space allows our team members to work together in a larger suite and amenity-filled building,” says Nick Braun, Managing Director. “The views of the Portland skyline, Mt. Hood, and the Willamette River provide a welcoming environment for our team to grow and serve our clients.”

Please update your records with our new Portland address:

1300 SW Fifth Avenue
Suite 2710
Portland, OR 97201

*Portland team member phone numbers and email addresses remain the same.

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