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.

Laura Jo Peasley

Laura Jo provides administrative and strategic support to Chartwell’s CEO, board of directors, and shareholders. She works closely with the firm’s executive leadership team to develop and implement corporate initiatives. Laura Jo also manages and maintains administrative procedures related to Chartwell’s broker dealer affiliate and its representatives. She has particular expertise in deploying new corporate technology systems and is chiefly responsible for the maintenance of Chartwell’s ERP database, engagement agreement templates, and internal recorded training programs.

Laura Jo also performs general administrative duties including schedule management, travel coordination, meeting planning, and other related tasks.

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