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.

Shelley Billings

Shelley manages Chartwell’s Dallas office and supports senior executives in the firm’s valuation and transaction opinions practice. She is responsible for project support and coordination, including preparation of client proposals and presentations, engagement agreements, project timelines, and other professional deliverables. Shelley also executes general administrative duties, including CRM database maintenance, schedule and travel management, meeting and event planning, and other related activities.

Professional Experience

Shelley has over 20 years of executive and administrative assistance experience. Prior to Chartwell, she worked at PeaceHealth and has also held roles at Lam Research, United Healthcare, and Intel.

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