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.

Lindsey Reilly

Lindsey is a key contributor to Chartwell’s overall marketing team. She manages the coordination of national, regional, and local conferences and events for all trade associations in which the firm participates. Lindsey proactively assists with speaker proposals and presentations, attendee registrations, corporate group travel, and the planning of general networking and business development events.

Additionally, Lindsey provides project support and coordination for Chartwell’s advisory practice. She is responsible for preparation of client proposals and presentations, engagement agreements, project timelines, and other professional materials. She also completes general administrative duties for her team, including schedule management, travel coordination, meeting planning, and other related tasks.

Professional Involvement

Lindsey is an active member of The ESOP Association, where she currently serves as an officer for the Minnesota/Dakotas chapter. Lindsey is also a member of the National Center for Employee Ownership (NCEO).

Professional Experience

Prior to Chartwell, Lindsey worked as an event specialist for an event planning company in the Twin Cities. Her responsibilities included acting as a liaison between clients and vendors, on-site event execution, and managing the company’s marketing efforts.

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