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.

Sam Schiller

Sam 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. Sam 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

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

Professional Experience

Prior to Chartwell, Sam spent two years as a financial services professional in the advisory practice at New York Life Insurance.

Authored Resources


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