Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
The Evolution of ESOP Sustainability Short Take Video
Vice President Tina DiCroce recently participated in a discussion about “The Evolution of ESOP Sustainability” via an Ohio Employee Ownership Center short take video.
Chartwell Promotes Six Team Members
We are pleased to announce the promotion of six Chartwell team members to Senior Analyst in our Minneapolis office!
Chartwell Celebrates 2020 Charity Week
Chartwell employees recently rallied together—virtually of course—to help raise funds for our 2020 “Chartwell Cares” campaign, an initiative put together by the firm’s internal charity committee. This year’s campaign resulted in over $42,000 of financial support to ten different charitable organizations in our local communities across the country. In addition to donating funds, several members of our team volunteered their time, safely and socially distant, during Chartwell’s dedicated charity week which is held annually during the last week of July.
Meet Our 2020 Summer Interns
We are thrilled to have nine interns in our Chicago, Minneapolis, and Orange County offices this summer! Chartwell welcomes students from Northwestern University, Tulane University, the University of Minnesota, the University of St. Thomas, the University of Southern California, and the University of California Los Angeles.
Chartwell Hires Ten New Analysts
We are pleased to announce the hiring of ten new analysts from the class of 2020! We are excited to have these young professionals join the Chartwell team in our Chicago and Minneapolis offices.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.