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.
Arianna manages Chartwell’s Portland office and supports senior executives in the firm’s valuation and transaction opinions practice. She is responsible for project support and coordination, including preparation of client proposals and presentations, engagement agreements, project timelines, and other professional deliverables. Arianna also executes general administrative duties, including CRM database maintenance, schedule and travel management, meeting and event planning, and other related activities.
Prior to Chartwell, Arianna spent seven years in the legal field and most recently was a legal assistant at Glascock Street Waxler LLP. She holds a Paralegal Certificate.
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.
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).
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.