Chartwell Financial Advisory
Richard Joseph serves as the Managing Director at Chartwell Financial Advisory, Inc. since March 2015, where leadership focuses on delivering financial advisory and consulting services on the West Coast. With over 25 years of experience in managing ESOPs and retirement plans, Richard has held various prominent positions, including Managing Director at Alerus Financial and Director of Consultant Relations at US Bank. Prior roles include President at Stanton Trust Company and Sr. Vice President at Marquette Trust Company, among others. Richard holds a Bachelor of Science in Finance from Arizona State University, completed between 1983 and 1986.
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Chartwell Financial Advisory
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.