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.

Ashleigh Newlin

Ashleigh is a leader in Chartwell’s consulting practice, where she advises privately held companies with a special focus on ESOP-owned businesses. Ashleigh brings significant experience in executive incentive design, ESOP repurchase obligation planning, and financial modeling and analysis. She enjoys helping a diverse range of clients develop successful compensation and ownership strategies tailored to their unique philosophies and objectives.

Professional Involvement

Ashleigh is an active member of The ESOP Association, where she currently serves on the Administration Advisory Committee. She is also a member of the National Center for Employee Ownership (NCEO) and the Construction Financial Management Association (CFMA).

Ashleigh speaks regularly at national and regional conferences on topics related to executive compensation and ESOP planning.

Professional Experience

Prior to Chartwell, Ashleigh was a Director and Software Practice Manager for ESOP Economics.

Authored Resources

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