News

October 2020
How to Encourage Loyalty Among Your Leadership Team
Vice President Rachel Flaskey discusses the different types of equity compensation plans that can be narrowly focused to certain individuals within a company, typically key members of the leadership team.
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October 2020
Should You Releverage Your ESOP?
Managing Director Tim Cleary compares the three methods of handling ESOP repurchase obligation and addresses the circumstances under which releveraging may be a viable strategy.
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September 2020
The Evolution of ESOP Sustainability Short Take Video
Vice President Tina DiCroce recently participated in a discussion about “The Evolution of ESOP Sustainability” via an Ohio Employee Ownership Center short take video.
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August 2020
Chartwell Promotes Six Team Members
We are pleased to announce the promotion of six Chartwell team members to Senior Analyst in our Minneapolis office!
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August 2020
Chartwell Celebrates 2020 Charity Week
Chartwell employees recently rallied together—virtually of course—to help raise funds for our 2020 “Chartwell Cares” campaign, an initiative put together by the firm’s internal charity committee. This year’s campaign resulted in over $42,000 of financial support to ten different charitable organizations in our local communities across the country. In addition to donating funds, several members of our team volunteered their time, safely and socially distant, during Chartwell’s dedicated charity week which is held annually during the last week of July.
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