Chartwell Partners

About Us

Chartwell Partners is the retained executive search and leadership advisory firm built for Community Banking. Our Partners bring decades of hands-on industry expertise gained at the world’s largest global search firms, delivering large-firm rigor with boutique-level focus. Every search is led hands-on by a Partner from start to finish.

Chartwell recruits CEOs, C-suite executives, and Board Directors across commercial and community banking, mortgage, wealth management, fintech, and real estate. Beyond placement, the firm offers Board Assessment, Succession Planning, and Executive Advisory Services, positioning Chartwell as the search partner clients return to for every critical leadership decision.

Chartwell Partners

Solutions And Expertise

Solutions
  • Advisory Services
  • Board Services
  • Executive Coaching
  • Executive Search
  • Leadership Consulting
  • Leadership Develop.
  • Succession Planning
Industries
  • Asset Management
  • Commercial Banking
  • Family Offices
  • Private Banking
  • Real Estate
  • Wealth Management
Functions
  • All Functions

Chartwell Partners

News Briefings

Chartwell Recruits COO for Triumph Business Capital

Executive search firm Chartwell Partners has placed Amber Roy as the new chief operating officer for Triumph Business Capital. Scott Petty, managing partner of Chartwell Partners’ financial services practice, led the search along with principal Sean O’Neal. “Amber is a dynamic leader with a proven track record of leading strategy, operations and technology with best-in-class companies,” said Mr. Petty. “With

Chartwell Partners to Lead Chief Compliance Officer Search for Amedisys

Executive search firm Chartwell Partners has been retained by Amedisys to lead its search for a senior vice president and chief compliance officer. Amedisys is a leading healthcare company focused on bringing home the continuum of care. Its delivers personalized healthcare services to patients and their families, in the comfort of patients’ homes, with approximately 10

Chartwell Partners Recruits President for Key Private Bank

Executive search firm Chartwell Partners has placed Terry Jenkins as the new president of Key Private Bank. Mr. Jenkins previously served as president and chief executive officer of U.S. Wealth Management at BMO Harris Private Banking. Key Private Bank provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in

Chartwell Partners

Press Releases

Choice Health at Home Hires Jeff Kreger as its Chief Financial Officer

Choice Health at Home (Choice), one of the Southwest’s largest and fastest growing providers of home health, hospice, rehabilitation, and private duty services, is pleased to announce they have hired Jeff Kreger as their Chief Financial Officer. Jeff will partner with Choice’s CEO David Jackson, Choice’s leadership team and the company’s financial sponsors Coltala Holdings

CareFirst selects Luis Moctezuma as Vice President, Internal Audit & General Auditor

CareFirst, the Mid Atlantic Region’s largest healthcare services provider, names Luis Moctezuma as its Vice President, Internal Audit and General Auditor. Luis joins CareFirst from Magellan Health, where he was Chief Auditor and Enterprise Risk Officer for the multi-billion dollar behavioral health care provider recently acquired by Centene. Luis will manage a holistic Audit function

HemoShear Therapeutics names Patrick Horn, MD, PhD, as Chief Medical Officer

Chartwell Partners was honored to work with HemoShear Therapeutics on the recruitment of Pat Horn as Chief Medical Officer. Based in Charlotteville, VA, HemoShear is a privately held clinical stage company developing treatments for rare metabolic disorders with significant unmet patient need. HST5040, an oral small molecule drug, is HemoShear’s lead development program and is

CAQH names Tyler Ford as Vice President, Strategy & Partnerships

Council for Affordable Quality Healthcare (CAQH), a leading tech-enabled service provider streamlining healthcare administration, names Tyler Ford to the position of Vice President, Strategy & Partnerships. Joining CAQH from OptumHealth where he was Vice President, Strategy & Business Incubation, Tyler will lead strategic growth plans for the organization across the payer and provider markets as

Chartwell Partners

Multimedia