Chartwell Partners

The Financial Services Practice at Chartwell serves a broad spectrum of financial services clients including banks of all sizes, asset and wealth management firms, government sponsored enterprises, insurance companies, and a variety of diversified financial services organizations including processing and business services firms.

We have completed multiple searches in the following areas:

• Board of Directors
• Chief Executive Officer
• President/Chief Operating Officer
• Chief Banking Officer
• Regional President
• Line of Business Heads – Commercial, Retail
• Functional Heads – Chief Financial Officers/Controllers, Chief Investment Officers, Chief Credit Officers, Marketing and Business Development, Human Resources, Operations and Technology.

Sample engagements include:

• Corporate Director – $5B bank located in the Southwest
• Chief Executive Officer – $5B federal savings bank
• President, Chief Executive Officer – $15B national bank in the Midwest
• President and Chief Banking Officer – bank owned by a Financial Services Company in the Southwest
• Chief Accounting Officer – $55B bank 
• Chief Financial Officer – $5B bank headquartered in the Southwest
• President and CEO of Wealth Management – $15B Midwest bank
• Retail Line of Business Head – $15B bank headquartered in the Midwest
• Chief Marketing Officer – $20B bank serving the Southwest
• SVP & Corporate Controller--$120 billion, top ten bank headquartered in Virginia
• Chief Financial Officer Retail Banking---$120 billion, top ten bank headquartered in Virginia