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.

Tricia Simon

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

Professional Experience

Prior to Chartwell, Tricia held an administrative position at Handler Thayer, LLP.

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