What departments does Chartwell Financial Advisory have?

Chartwell Financial Advisory has employees across 8 departments including Legal, Analytics, Banking, Manufacturing, Accounting.

What is the largest department at Chartwell Financial Advisory?

The largest department at Chartwell Financial Advisory is Analytics with 6 employees.

Where are Chartwell Financial Advisory employees located globally?

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

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

Chartwell Financial Advisory's team has grown from approximately 122 to 132 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
186

United States Of America
186

South America
1

Argentina
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 Info

Location

Last Update

M. D.
Principal
Mobile Phone
Email
Oct 23, 2024
J. D.
Investment Banking Associate
Mobile Phone
Email
Mar 24, 2026
N. H.
Associate
Mobile Phone
Email
Jul 16, 2026
S. F.
Incoming Summer Analyst
Mobile Phone
Email
Jun 27, 2026
R. J.
Executive Assistant
Mobile Phone
Email
Sep 10, 2025
A. D.
Client Service Associate
Mobile Phone
Email
Oct 18, 2024
B. G.
Consultant
Mobile Phone
Email
Oct 22, 2024
D. R.
Chief Engineer
Mobile Phone
Email
Oct 24, 2024
L. G.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
M. D.
Analyst
Mobile Phone
Email
Aug 03, 2023

Frequently Asked Questions

What is Chartwell Financial Advisory known for?

Chartwell Financial Advisory was founded in 1995 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 . 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 147 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Chartwell Financial Advisory Employee Directory

Find Chartwell Financial Advisory employees' phone numbers or email addresses

Name search is limited — try advanced search instead