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.

Brittany Funk

Brittany leads the management and execution of Chartwell’s marketing and business development activities. She supports senior leadership with the implementation of the firm’s national strategy and is instrumental in upholding Chartwell’s brand identity. She is responsible for collateral creation, tactical level plan design, and external and internal marketing-related communications.

In addition, Brittany supports corporate marketing efforts by assisting with the coordination of association conferences, events, and other gatherings. She provides senior leadership within Chartwell’s operations team and is responsible for the maintenance of the firm’s CRM database. She is also experienced with project coordination for Chartwell’s valuation and transaction opinion practice and is well-versed in the preparation of client proposals and other deliverables.

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