What departments does Chartwell Financial Advisory have?

Chartwell Financial Advisory has employees across 4 departments including Finance, Legal, Engineering, Human Resources.

What is the largest department at Chartwell Financial Advisory?

The largest department at Chartwell Financial Advisory is Finance with 3 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

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 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

R. B.
Managing Director
Mobile Phone
Email
United StatesMinnesota
May 19, 2026
R. G.
Managing Director
Mobile Phone
Email
United StatesMinnesota
Feb 27, 2026
S. S.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Apr 17, 2026
J. M.
Managing Director
Mobile Phone
Email
United StatesTexas
Apr 22, 2026
M. E.
Director
Mobile Phone
Email
United StatesKansas
May 19, 2026
G. F.
Managing Director, Corporate Finance
Mobile Phone
Email
United StatesMinnesota
Apr 21, 2026
C. H.
Director
Mobile Phone
Email
United StatesGeorgia
Aug 01, 2024
B. P.
Managing Director
Mobile Phone
Email
Sep 03, 2025
C. H.
Director, Writer
Mobile Phone
Email
Oct 21, 2024
C. H.
Director, Writer
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Chartwell Financial Advisory known for?

Chartwell Financial Advisory was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 150 South Fifth Street Suite 2700 Minneapolis, Minnesota 55402 United States. 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 145 employees as of May 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 May 2026, Chartwell Financial Advisory'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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Chartwell Financial Advisory Employee Directory

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