CHARTWELL NEWS
  • Bright Health names Meredith Duncan as Regional Market Leader and President of its Texas Market

    Chartwell Partners is pleased to announce that Meredith Duncan has recently joined Bright Health as Regional Market Leader and President of its Texas market. Meredith previously spent eight years with Ascension as President of Seton Insurance Company and previously as Vice President of Accountable Care and Physician Engagement. Most recently, she served as Chief Growth…

  • PetIQ appoints Sheryl O’Loughlin and Kim Lefko to the Board of Directors

    Chartwell Partners is honored to have been selected to partner with PetIQ, Inc. (PETQ-NASDAQ) on the recruitment and recent appointment of Sheryl O’Loughlin and Kim Lefko as independent directors on its Board of Directors.   Ms. O’Loughlin has served as the co-founder of the Women on Boards Project and the JEDI (Justice, Equity, Diversity and Inclusion) Collaborative since…

  • Affinia Therapeutics Appoints Petra Kaufmann, MD, as Chief Medical Officer

    Chartwell Partners is pleased to announce the recruitment of Petra Kaufmann, MD, as Chief Medical Officer for Affinia Therapeutics, a next generation gene therapy company utilizing its proprietary platform to engineer novel vectors and gene therapies for rare and non-rare diseases. Dr. Kaufmann brings to Affinia substantial expertise in neuroscience translational medicine and clinical development…

  • NICK HAHN JOINS GATEWAY FIRST BANK AS CHIEF FINANCIAL OFFICER

    Chartwell Partners congratulates our placement Nick Hahn on his new role as Chief Financial Officer at Gateway First Bank. Hahn will report to Scott Gesell, CEO, and will be broadly responsible for the leadership and strategic direction of the finance and accounting organization.  Hahn will serve as a key member of the executive team helping…

  • CHARTWELL PARTNERS ANNOUNCES THE PLACEMENT OF TIFFANY CASON AS TEXAS HEAD OF MIDDLE MARKET BANKING AT INDEPENDENT FINANCIAL

    Tiffany Cason recently joined Independent Financial as Texas Head of Middle Market, responsible for leading Independent Financial’s expansion for middle market customers.  In her new role, she will develop the Texas market strategy, build a top performing team, and deliver strong growth for the bank.  Prior to joining Independent Financial, Cason spent five years as…

  • CLARK DAVIS JOINS HIGHLAND RESOURCES INC. AS CEO

    Chartwell Partners is pleased to announce that Clark Davis recently joined Highland Resources as CEO. Reporting to and working directly with the Board of Directors, Davis will be responsible for reviewing HRI’s current portfolio of assets and developing an overall investment, development, and asset management strategy to maximize value from the existing investment portfolio.  …

  • SHANNON SUMMERS JOINS HIGHLAND HOMES AS HEAD OF MARKETING

    Scott Petty of Chartwell Partners is pleased to announce that Shannon Summers has joined Highland Homes as Senior Vice President, Marketing of Highland Homes. In this role, Summers is responsible for all marketing strategies, plans and programs in support of driving profitable sales results across all markets.  Summers was most recently Chief Marketing Officer of…

  • JIMMY CROCKER NAMED EVP, HEAD OF SIMMONS WEALTH GROUP AT SIMMONS BANK

    Chartwell Partners is pleased to announce the placement of Jimmy Crocker as EVP, Head of Simmons Wealth Group at Simmons Bank.  In his new role, Crocker is tasked with growing Simmons’ wealth management business. Crocker brings a broad wealth and trust background with extensive experience across trust administration, investment management and advisory, estate planning, probate…

  • KATE BALL JOINS HIGHLAND HOMES

    Kate Ball joined Highland Homes as Head of Learning & Organizational Development.  Ball is responsible for developing the Organizational Development strategy by planning, organizing, developing, and managing company-wide activities, which facilitate the alignment and integration of people, processes, and technology with the company’s vision, strategy, long- and short-term goals, and culture. Prior to joining Highland…

  • INDEPENDENT FINANCIAL NAMES MARY BAILEY CHIEF COMPLIANCE OFFICER

    Chartwell Partners is pleased to announce the placement of Mary Bailey as Chief Compliance Officer at Independent Financial.  Bailey will be responsible for aligning the compliance function and strategy of the institution to its ambitious growth goals while developing, executing and monitoring the compliance strategy enterprise wide. Most recently, Bailey served in compliance consulting roles…