Team Category: Operations

Jeremy manages Chartwell’s corporate accounting activities. He is a proven leader with a combination of business management, deep financial experience, and a passion for growing businesses through organic and inorganic strategies. With broad international and domestic experience supporting global businesses in a wide variety of industries, Jeremy is known for transforming businesses and achieving operational excellence with a keen focus on building value.

Professional Experience

Jeremy has nearly 30 years of accounting and finance experience. Prior to Chartwell, Jeremy served in key leadership roles at Tierra Encantada (CFO), Blue Ops Partners (Managing Director), Ulteig Engineering (CFO), Fluence Corporation (CFO – North America), Jacobs Electric Company (CFO), and Pentair (Director of Corporate Business Development).

One of Jeremy’s notable career accomplishments is when he was able to increase ESOP value through client expansion, geographic expansion, and acquisitions while at Ulteig. He created an M&A playbook which was utilized in executing two bolt-on acquisitions, including the company’s first international acquisition. During the Pandemic, he pivoted to researching and reporting on economic, epidemiology, and political risks which helped the company grow.

Jeremy is a Certified Public Accountant in State of Minnesota (inactive).

Brittany has been with Chartwell since 2013 and provides senior leadership within the firm’s operations and administrative support team. She is experienced with project coordination for all of Chartwell’s practice areas and is well-versed in the preparation of client proposals and other deliverables.

Brittany also leads the management and execution of Chartwell’s marketing and business development activities. She supports the implementation of the firm’s national brand strategy and is instrumental in upholding Chartwell’s corporate identity. She is responsible for collateral creation, tactical level plan design, and external and internal marketing-related communications. In addition, Brittany oversees the coordination of association conferences, events, and other professional gatherings

Diane leads the development and execution of firm-wide human resources policies and procedures and supports executive management by providing counsel and guidance on these matters. She is instrumental in upholding and communicating Chartwell’s core values of trust and respect through the development of effective policies. She is responsible for overseeing talent management and acquisition, employee training and development, succession planning, organizational and performance management, and compensation.  

Professional Experience

Diane has over 25 years of human resources and office administration experience. Prior to Chartwell, she worked as the regional office manager at Forest City Enterprises, a mainland-based developer of military housing in Hawaii.

Kelly oversees Chartwell’s day-to-day corporate accounting activities. She manages the accounting department staff and provides financial information about company activities to assist management, partners, and other leaders in making educated economic decisions that impact the firm.

Professional Experience

Kelly has over 20 years of accounting and finance experience. Prior to Chartwell, Kelly managed the accounting, financial, and payroll functions at Salo. Preceding Salo, she spent 13 years working closely with senior business leaders of Seabury Group and held multiple accounting leadership roles including global manager of financial reporting and controller of various entities of the company. Kelly began her career as a staff auditor at a certified public accounting firm.

Laura Jo provides administrative and strategic support to Chartwell’s CEO, board of directors, and shareholders. She works closely with the firm’s executive leadership team to develop and implement corporate initiatives. Laura Jo also manages and maintains administrative procedures related to Chartwell’s broker dealer affiliate and its representatives. She has particular expertise in deploying new corporate technology systems and is chiefly responsible for the maintenance of Chartwell’s ERP database, engagement agreement templates, and internal recorded training programs.

Laura Jo also performs general administrative duties including schedule management, travel coordination, meeting planning, and other related tasks.

Lindsey is a key contributor to Chartwell’s marketing team. She manages the coordination of national, regional, and local conferences and events for all trade associations in which the firm participates. Lindsey proactively assists with speaker proposals and presentations, attendee registrations, corporate group travel, and the planning of general networking and business development events.

Professional Involvement

Lindsey is an active member of The ESOP Association, where she currently serves as an officer for the Minnesota/Dakotas chapter. Lindsey is also a member of the National Center for Employee Ownership (NCEO).

Professional Experience

Prior to Chartwell, Lindsey worked as an event specialist for an event planning company in the Twin Cities. Her responsibilities included acting as a liaison between clients and vendors, on-site event execution, and managing the company’s marketing efforts.

Mady supports Chartwell’s corporate human resources experience and oversees the recruitment, retention, and development of the firm’s talented team across all practice areas. She is responsible for full-cycle recruiting coordination, onboarding and training organization, employee relations, and benefits administration. Mady is passionate about delivering an exceptional candidate and employee experience.

Professional Involvement

Mady is an active board member with the Employee Ownership Foundation and currently serves as an officer for the Minnesota/Dakotas chapter of The ESOP Association, where she is the Vice President of Fundraising/Sponsorships.

Professional Experience

Prior to Chartwell, Mady was a Talent Development Consultant at Christensen Group Insurance (an ESOP-owned company), where she led enterprise-wide recruiting efforts and built out onboarding and training programs to support organizational growth.

Nate is responsible for the maintenance, configuration, and reliable operation of computer systems and servers at Chartwell. He configures and deploys new hardware and software across the organization and is responsible for keeping the firm’s network secure and accessible.

Professional Experience

Prior to Chartwell, Nate was an outsourced desktop support technician at Marco where he assisted with day-to-day IT operations including computer systems deployment and troubleshooting.

Melanie has over 20 years of B2B and B2C marketing experience. She has worked for two employee-owned companies, in industrial manufacturing and technology and financial services, as well as in the non-profit sector. Her focus is promoting the Chartwell brand while creating targeted messaging for business owners, C-suite employees and financial advisory professionals in the middle-market space.

She previously served as chair of an ESOP Employee Ownership Communications Team and was an active member of The New England Chapter of The ESOP Association. During this time, she travelled to Washington, D.C. to meet with members of the senate and congress to lobby for support of pro-ESOP legislation.

She proudly led efforts to have the month of October (2018) declared by then Governor Chris Sununu as “Employee Ownership Month” in the state of New Hampshire.

Professional Experience

Prior to Chartwell, Melanie was the Marketing Director at Atlantic Management Company.