Chartwell Financial Advisory, Inc. Employee Directory

Q: What is Chartwell Financial Advisory, Inc. known for?

Chartwell Financial Advisory, Inc. was founded in 1995. Chartwell Financial Advisory, Inc. operates in the Financial Services industry.

Financial ServicesMinnesota, United States51-200 Employees

You make decisions every day that impact the lives of many people.  To do so requires exceptional knowledge, wisdom, and confidence.  Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry.  Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.

Find Chartwell Financial Advisory, Inc. employees' phone numbers or email addresses

Chartwell Financial Advisory, Inc. Global Highlights

North America
182

United States Of America
182

South America
1

Argentina
1

Chartwell Financial Advisory, Inc.'s Leadership

J. A.
Chief Financial Officer
Mobile Phone
Email
C. V.
Chief Legal And Compliance Officer
Mobile Phone
Email
D. R.
Chief Engineer
Mobile Phone
Email
B. O.
President
Mobile Phone
Email
B. B.
Owner
Mobile Phone
Email
A. H.
Partner
Mobile Phone
Email
T. B.
Cofounder And Managing Partner
Mobile Phone
Email
A. H.
Vice President
Mobile Phone
Email

Chartwell Financial Advisory, Inc. Employee Metrics

100%

50%

2026

2025

2024

Banking
Finance
Community & Social Services
Accounting
Human Resources
Other

Contact profiles from Chartwell Financial Advisory, Inc.

Name

Title

Contact Info

Location

Last Update

J. A.
Chief Financial Officer
Mobile Phone
Email
United StatesMinnesota
Jan 21, 2026
B. B.
Owner
Mobile Phone
Email
United StatesGeorgia
Jul 12, 2025
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
A. H.
Vice President
Mobile Phone
Email
United StatesOregon
Jan 29, 2026
G. F.
Managing Director, Head Of Corporate Finance
Mobile Phone
Email
United States
Sep 23, 2025
D. U.
Vice President
Mobile Phone
Email
United StatesGeorgia
Sep 09, 2025
J. A.
Vice President
Mobile Phone
Email
United StatesTexas
Sep 03, 2025

Frequently Asked Questions

What is Chartwell Financial Advisory, Inc. known for?

Chartwell Financial Advisory, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 150 South Fifth Street, Suite 2700. Explore Chartwell Financial Advisory, Inc.'s company overview page for more information.

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

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

How many employees does Chartwell Financial Advisory, Inc. have currently?

Chartwell Financial Advisory, Inc. has approximately 129 employees as of February 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

As of February 2026, Chartwell Financial Advisory, Inc.'s key employees include:

Chief Financial Officer: J. A.
Chief Legal And Compliance Officer: C. V.
Chief Engineer: D. R.
President: B. O.
Owner: B. B.

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