What departments does Chartwell Financial Advisory have?

Chartwell Financial Advisory has employees across 7 departments including Legal, Analytics, Banking, Accounting, Administrative.

What is the largest department at Chartwell Financial Advisory?

The largest department at Chartwell Financial Advisory is Analytics with 4 employees.

Where are Chartwell Financial Advisory employees located globally?

Chartwell Financial Advisory has employees across 2 continents and 2 countries including India, United States Of America.

How has Chartwell Financial Advisory's team size changed over time?

Chartwell Financial Advisory's team has grown from approximately 122 to 138 employees based on available data.

Chartwell Financial Advisory Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

Chartwell Financial Advisory operates in the financial services industry and is based in Minneapolis, Minnesota, with a workforce of 51 to 200 employees. The firm describes itself as a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving middle-market companies. It provides these services with a focus on mid-market clients. The company has pursued growth through leadership hires and appointments, including expanding its executive compensation team in 2026 and adding a Managing Director in Dallas in 2025, as well as appointing a CFO in 2025. In October 2025, Chartwell acquired Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services.

Chartwell Financial Advisory Global Highlights

North America
192

United States Of America
192

Asia
1

India
1

Chartwell Financial Advisory's Leadership

C. V.
Chief Legal And Compliance Officer
Mobile Phone
Email
D. R.
Chief Engineer
Mobile Phone
Email
B. O.
President
Mobile Phone
Email
A. H.
Partner
Mobile Phone
Email
T. B.
Cofounder And Managing Partner
Mobile Phone
Email
K. L.
Vice President
Mobile Phone
Email
M. S.
Vice President
Mobile Phone
Email
M. F.
Vice President
Mobile Phone
Email

Chartwell Financial Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Accounting
Human Resources
Other
Program & Project Management

Contact profiles from Chartwell Financial Advisory

Name

Title

Contact

Location

Last Update

A. H.
Partner
Mobile Phone
Email
Oct 22, 2024
B. O.
President
Mobile Phone
Email
Oct 18, 2024
C. V.
Chief Legal And Compliance Officer
Mobile Phone
Email
Oct 23, 2024
T. B.
Cofounder And Managing Partner
Mobile Phone
Email
Oct 16, 2024
K. L.
Vice President
Mobile Phone
Email
Mar 25, 2026
M. S.
Vice President
Mobile Phone
Email
Aug 14, 2026
M. F.
Vice President
Mobile Phone
Email
Apr 15, 2026
W. R.
Vice President
Mobile Phone
Email
Aug 14, 2026
T. M. D.
Vice President
Mobile Phone
Email
Feb 09, 2023
S. W.
Director - Interim Leadership Practice
Mobile Phone
Email
Jul 22, 2026

Frequently Asked Questions

What is Chartwell Financial Advisory known for?

Chartwell Financial Advisory was founded in 1995 and operates in the Financial Services industry. Explore Chartwell Financial Advisory's company overview page for more information.

What is Chartwell Financial Advisory's most common email format?

Chartwell Financial Advisory employees' email format typically follows the pattern of First.Last@chartwellfa.com. Trying to find reliable and up-to-date employee contact data? Find more Chartwell Financial Advisory email formats with LeadIQ.

How many employees does Chartwell Financial Advisory have currently?

Chartwell Financial Advisory has approximately 173 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Chartwell Financial Advisory's key employees and leadership?

As of August 2026, Chartwell Financial Advisory's key employees include:

Chief Legal And Compliance Officer: C. V.
Chief Engineer: D. R.
President: B. O.
Partner: A. H.
Cofounder And Managing Partner: T. B.

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Chartwell Financial Advisory Employee Directory

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