News

February 2020
2020 Promotions in Five Offices
We are pleased to announce the promotion of eight Chartwell team members in five offices across the country.
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January 2020
Happy New Year - Our 2019 Year in Review
As we begin 2020, we would like to take a moment to share all that Chartwell accomplished in 2019!
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December 2019
Chartwell Adds Dallas Presence, Expands Into Southwest
Chartwell is pleased to announce the addition of our eighth office: Dallas, Texas. With more than 25 years of financial advisory experience, Chartwell has again expanded its national presence to better serve clients across the country.
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October 2019
The Pros and Cons of ESOPs
ESOPs are found in publicly traded and closely held companies of every size, across every industry of the economy, and are particularly common in the AEC industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that minimizes business disruptions. For employees and management, ESOP participation is a reward for years of dedication and hard work as well as an incentive for future business growth. Moreover, the benefits of ESOP ownership can be accomplished on a tax-advantaged basis.
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August 2019
Chartwell Hosts 2019 Pro Day
Chartwell recently welcomed undergraduate students in Minneapolis for our fourth annual educational outreach program. Chartwell Pro Day is a chance for students in finance and business fields to get to know the folks at Chartwell and become familiar with our career options, including internships.
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