Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.


The Keystone: Q4 2020


The Keystone: Q4 2020

This edition of The Keystone features a discussion about the strategic considerations of a contributory ESOP. Chris Staloch and Joe Skorczewski discuss how to use this type of ownership transition plan to drive company performance.

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