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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.

Find Chartwell Financial Advisory employees' phone numbers or email addresses

Chartwell Financial Advisory Global Highlights

Location
Employees

North America
192

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  • United States Of America
    192

Asia
1

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  • India
    1

Chartwell Financial Advisory's Leadership

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

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
  • Freelance Contributor And Technical Writer at Chartwell Financial Advisory
    R. S.
    Freelance Contributor And Technical Writer
    Mobile Phone
    Oct 22, 2024
  • Member at Chartwell Financial Advisory
    R. W.
    Member
    Mobile Phone
    Oct 17, 2024
  • Associate at Chartwell Financial Advisory
    R. A.
    Associate
    Mobile Phone
    Oct 21, 2024
  • Analyst at Chartwell Financial Advisory
    W. R.
    Analyst
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Chartwell Financial Advisory known for?

Minus sign iconPlus sign iconChartwell 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?

Minus sign iconPlus sign iconChartwell 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?

Minus sign iconPlus sign iconChartwell 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?

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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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