Chartwell is pleased to announce Blackstone has successfully completed a minority equity investment in Salas O’Brien, a leading employee-owned engineering and technical services firm.

White paper

ESOP Diversification Trends

In recent years, there has been an increasing desire by ESOP companies to allow participants additional opportunities to diversify – to begin diversifying early as well as to extend beyond the statutory diversification window until retirement. This white paper covers the current trends in ESOP diversification policies, including:

  • Enhanced Diversification
  • In-Service Distributions
  • One-Time “Window” Offering
Tina Langlois

Tina Langlois

“I really enjoy working with and educating companies of all stages on the ins-and-outs of managing their ESOPs. To know we have helped a company understand all the available options and have recommended a solution that will best help them meet their unique objectives is truly rewarding.”

Meet Tina

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