Chartwell is pleased to announce its pending acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

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Promotions

June 2025

We are excited to announce the promotions of Chartwell team members across the country. These individuals are tremendous assets to our clients, professional partners, and firm. Congratulations all on a job well done!

September 2025

Managing Director

rachel flaskey headshot

Rachel Flaskey – Minneapolis


June 2025

Senior Associate

Sam Callen – Minneapolis
Scott Fudenberg – Minneapolis
John Hooker – Chicago
Michael Mason – Minneapolis
Lucas Pelner – Dallas


January 2025

Director

Matt Dennison headshot

Matt Dennison – Minneapolis


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