Chartwell Partners

Happy Work Anniversary to Hanna Im-Lee! We are thankful for all you do for Chartwell. #ChartwellPartners #ExecutiveSearch #WorkAnniversary

The Financial Services team was pleased to partner with ServisFirst Bank on their search for a Chief Financial Officer. The right fit was identified in David Sparacio. Congratulations to both parties on a great match! We look forward to cheering on your success. J. Scott Petty Sean O'Neal Zoe Whisenhunt #ChartwellPartners #CFO #FinancialServices #Banking #BankCFO

Following an extensive nationwide search by Chartwell Partners, we are pleased to announce the hiring of David Sparacio as Chief Financial Officer for ServisFirst Bank! #ServisFirstBank Read the full release by clicking the link below.

Happy work anniversary to these four talented individuals, Amy Bottoms, Caitlin Thaeler, Zoe Whisenhunt, and Perri Wilson-Koller. Chartwell is thankful for each of you and all you contribute to the firm! #ChartwellPartners #ExecutiveSearch #WorkAnniversary

Chartwell Partners warmly welcomes Jackson Beall to the firm! Jackson joins the Financial Services and Real Estates practices as a Research Associate. Prior to joining full-time, Jackson honed his expertise during a year-and-a-half internship with Chartwell. With dual degrees in Psychology and Business Management from the University of Oklahoma, Jackson combines academic rigor with practical experience to offer a well-rounded approach to leadership development and talent acquisition. We are pleased to have Jackson aboard! #ChartwellPartners #NewHire #Welcome #FinancialServices #RealEstate

November brings about work anniversaries for Martha Campbell and Deborah Rocha! It's easy to celebrate you both - thank you for everything you do for the firm! #ChartwellPartners #ExecutiveSearch #LeadershipAdvisory #WorkAnniversary

Headed to Independent Bankers Association of Texas' Annual Convention this weekend in San Antonio. Particularly looking forward to Sean O'Neal's breakout session on Sunday morning in addition to Julie Bell's keynote on Monday! If you'll be there, reach out - I'd love to grab a few minutes of time with anyone who'll be in attendance. #ChartwellPartners #ExecutiveSearch #LeadershipAdvisory #CEOSuccession #FinancialServices #TexasBanks #TexasBanking #BankBoard #BoardDirector

In October we celebrate Ellen Travers and Suzanne Watson's work anniversaries! It's a pleasure to work with you both and we're so grateful for your dedication to Chartwell. #ChartwellPartners #ExecutiveSearch #LeadershipAdvisory #WorkAnniversary

This past week I joined Bank Director in Nashville for the annual Bank Board Training Forum. As always, it was great to attend and make so many impactful connections. I led a special training session for seasoned directors on the topic of the board's role in #CEOSuccessionPlanning. Within our group, we talked about a top piece of advice I give to any Board or CEO who wants to kick start the process. Take time to craft the FUTURE position profile. What attributes will your bank need in a CEO at the time of succession? How do those vary from the attributes your current CEO possesses? What determines if those attributes remain the same or change? While there is no one-size-fits-all answer, a microscopic exam of your institution's strategy over the next five years will determine your answers to the questions above. #ChartwellPartners #ExecutiveSearch #LeadershipAdvisory #CEOSuccession #CEOSuccessionPlanning #SuccessionPlanning #FinancialServices #Banking #BoardTraining #BankBoardTrainingForum #BoardDirector #BankBoard #BankDirector

Headed to Nashville this weekend to attend Bank Director's Bank Board Training Forum. I look forward to leading a session on aligning bank board and executive leadership for the future. Hope to see many of you there! #ChartwellPartners #ExecutiveSearch #LeadershipAdvisory #FinancialServices #Banking #CommunityBanking #BankBoard #BankDirector #CEOSuccession #BoardRefreshment