Area of Expertise: Financial Services

Rachel Crisi joined the Chartwell Partners Financial Services and Real Estate Practice in 2026. Based in Dallas, Rachel focuses on senior-level executive search assignments across banking and the broader financial services industry. She is known for her relationship-driven approach and commitment to delivering a thoughtful, high-touch experience for both clients and candidates throughout the search…

Madison Campo joined Chartwell Partners in 2026. She brings over six years of experience in executive administrative support to her role as Project Manager with Chartwell. Based in Dallas, Madison provides high-level operational and administrative support to the firm’s leadership and brings strong attention to detail and a collaborative spirit to everything she does. Prior…

Jackson Beall is an 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 dual…

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…

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 Principal with Chartwell. Based in Austin, McCall focuses on senior level search assignments in banking and the broader financial services industry as well…

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…