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.

Michael McFadden

Michael is a member of Chartwell’s consulting team and supports senior members of the firm with the execution of executive compensation-related client engagements. He also advises companies on a wide range of topics including strategic alternatives, employee stock ownership plans, and strategies for long-term sustainability. He works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.

Professional Certification

Michael holds FINRA Series 7 and 63 licenses as well as the Securities Industries Essentials (SIE) certificate.

Professional Experience

Prior to Chartwell, Michael was a client associate at Vanguard where he assisted with opening new retirement and non-retirement accounts, facilitated account decision-making, and utilized research databases to initiate transfer of assets.

Check the background of this investment professional on FINRA’s BrokerCheck.

Authored Resources

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