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Chartwell Hosts 2019 UMN Carlson Students
As part of Chartwell’s ongoing educational outreach program, we recently hosted a group of students from the University of Minnesota Carlson School of Management investment banking career trek program. The students met with our team in Minneapolis and learned more about Chartwell and career options in corporate finance.
Chartwell Minneapolis Volunteers at Ronald McDonald House
Chartwell Minneapolis volunteered to serve dinner at the local Ronald McDonald House as part of the Cooks for Kids Meal Program! The team planned, shopped, prepared, and served a five-course home-cooked meal for the families residing at the Ronald McDonald House.
Olivia Pieschel Named to ACG Portland Board of Directors
Congratulations to Senior Associate Olivia Pieschel on her appointment to the Association for Corporate Growth (ACG) Portland Chapter Board of Directors!
We are pleased to announce the promotions of 14 professionals in our Chicago, Minneapolis, Orange County, and Portland offices! These team members have helped Chartwell achieve its mission to deliver the most creative, unbiased, and responsible solutions in the financial advisory industry.
Using the Three R's to Optimize Your ESOP
The "Three Rs" - Recycle, Redeem, or Releverage Ashleigh Newlin defines and explains how each strategy to fund repurchase of employee-owned shares impacts employee benefits, shareholder returns, and the ESOP-owned company's repurchase obligations.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.