Chartwell is pleased to announce its 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.

Team Category: Operations

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.

Brenda supports senior executives in the firm’s valuation and transaction opinions practice. She coordinates the valuation project process from start to completion, interacting with clients, advisors, and trustees throughout the appraisal lifecycle.

Professional Experience

Prior to Chartwell, Brenda was Administrative Project Coordinator at Atlantic Management Company. Preceding Atlantic, she worked at a retail company for 38 years.


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