We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.

Webinar

Optimizing ESOP Distribution Policy for Effective Repurchase Obligation Management

TopicESOP

Optimizing ESOP Distribution Policy for Effective Repurchase Obligation Management

Ryan Graham and Tina DiCroce discuss available options when designing an ESOP distribution policy, consequences of different distribution practices, and how distribution policy can be used as a tool for effectively managing future repurchase obligation.

Webinar air date: 5/14/19 


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