Area of Expertise: Financial Services

Jackson Beall is a Research Associate at Chartwell Partners, where he supports the firm’s Executive Search and Leadership Advisory practices by delivering tailored insights to meet organizational and client needs. Prior to joining full-time, Jackson honed his expertise during a year-and-a-half internship with Chartwell, gaining hands-on experience in executive recruiting, research, and candidate evaluation. With…

Steve Scurlock joined Chartwell Partners in July 2024 as Senior Advisor in the Financial Services Practice. He brings some 50 years of experience in the banking industry to assist the Chartwell team in business development and community bank engagement on a variety of levels. He led the government relations efforts of the Independent Bankers Association…

Zoe joined Chartwell Partners in 2024 as a Senior Associate in the Financial Services / Real Estate Practice. Prior to Chartwell she served as a Senior Associate in the Global Consumer Markets Practice at Heidrick & Struggles where she gained experience recruiting impactful executive leaders across diverse functions for clients ranging from Fortune 500 companies…

Caitlin Thaeler joined the Chartwell Partners Financial Services and Real Estate Practice in 2024. Caitlin brings over 12 years of experience in the executive search industry to her role as a Senior Associate with Chartwell. Based in Houston, Caitlin focuses on filling C-suite and senior level roles and brings a passion for creative problem-solving to…

McCall Adams joined the Chartwell Partners Financial Services and Real Estate Practice in 2022. McCall brings 10 years of experience in the banking industry and executive search to her role as a Senior Associate with Chartwell. Based in Austin, McCall focuses on senior level search assignments in banking and the broader financial services industry as…

Byers Hellinghausen is a Client Success Consultant for Chartwell Partner’s Executive Search and Leadership Advisory practices. With a solution-oriented mindset, Byers focuses on understanding client needs, crafting tailored strategies, and implementing effective solutions to help clients leverage Chartwell’s full suite of talent advisory services. Her prior experience at Chartwell Partners an experienced Associate executing executive-level…

Lindsey Hoesterey is the Head of Research, Financial Services Practice. Prior to Chartwell Partners, Lindsey was the Head of Research at Morgan Samuels where she led a team supporting the firm’s client engagements across all practices. Lindsey’s career began at Xerox where she was first an Entitlement Coordinator and then a Business Process Configuration Lead….

Amy Maloney is a Senior Associate with Chartwell Partners and supports client engagements primarily in the areas of financial services, real estate and financial officers. She joined the executive search industry in 2000. Prior to joining Chartwell, she was a Research Assistant, then Associate in the Dallas office of Spencer Stuart. Amy’s search experience spans…

J. Scott Petty is a Partner in the Dallas office of Chartwell Partners and leads the firm’s Financial Services Practice serving bank, mortgage, wealth management and real estate clients across the country. Scott has established a successful track record as an executive search consultant recruiting senior executives and board directors for small- and mid-cap public…