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Chartwell Partners

Leading Principals

J. Scott Petty, Managing Partner
Sean O’Neal, Parter
Dr. Julie Bell, Head of Leadership Advisory

Chartwell Partners

Firm Overview

The Financial Services industry is ever changing, consolidating, and undergoing a dramatic shift in leadership talent needs. Our Financial Services executive search team anticipates tomorrow’s leadership challenges today, and our deep industry insight enables us to introduce “next-level” leaders to our clients. Our well-resourced team has global executive search firm experience and decades of financial services industry expertise. Our offering provides a best-in-class executive search strategy coupled with the tailored, industry-focused expertise and market intelligence our clients expect, enabling us to advise our clients on organizational and business insights beyond just hiring a person.

  • Industry Focus
  • Functional Expertise
  • Areas of Service
Financial Services
Board/Governance
C-Suite
Managing Partner
President
Board Services
Executive Coaching
Executive Search
Leadership Consulting
Leadership Development
Succession Planning

Off-Limits Policy

12 months

Average Time to Completion on Assignment

86 days

Recently Completed Assignments

News Briefings

Chartwell Partners Assists Farm Credit Bank of Texas with CEO Search

Dallas, TX-based executive search firm Chartwell Partners has assisted in the recruitment of Brandon Blaut as the new CEO of Farm Credit Bank of Texas. He succeeds Amie Pala, who is retiring following a distinguished and impactful tenure with the organization. J. Scott Petty, managing partner of Chartwell Partners’ financial services practice, led the search. “We were honored...

Chartwell Partners Recruits President and CEO for Texas Gulf Bank, N.A.

Dallas, TX-based executive search firm Chartwell Partners has helped to recruit Steve Thompson as president and CEO of Texas Gulf Bank, N.A. He succeeds James F. Brown, who will continue as vice chairman of the company. The appointment follows a disciplined and comprehensive executive search conducted in partnership with Chartwell Partners. Scott Petty, managing partner of Chartwell...

Chartwell Partners Recruits CFO for Akebia Therapeutics

Dallas, TX-based executive search firm Chartwell Partners recently placed Erik Ostrowski as SVP and CFO of NASDQ-traded Akebia Therapeutics, Inc. “Chartwell's biopharmaceuticals team was pleased to work with Akebia Therapeutics on this important search,” the search firm said in a LinkedIn post. “Congratulations to Erik Ostrowski on being named chief financial officer and chief business officer of the organization.”...

Chartwell Partners Recruits CFO for Highland Homes

Dallas, TX-based executive search firm Chartwell Partners recently assisted in the recruitment of Mike Loftus as the new CFO for Highland Homes in Dallas-Fort Worth, TX. Mr. Loftusis a strategic and operationally minded finance executive focused on helping companies grow by building high-performing teams and partnering closely with leaders to develop strategy and drive performance to...

Chartwell Partners Recruits CFO for First United Bank

Dallas, TX-based executive search firm Chartwell Partners recently assisted in the recruitment of Brian Johnson as the new CFO of First United Bank. Scott Petty, managing partner of Chartwell Partners’ financial services practice, led the search along with principal Sean O’Neal. “We were excited to partner with Greg Massey on this strategic hire,” said Mr. Petty. “Brian...

Chartwell Partners Recruits CISO for the Council for Affordable Quality Healthcare

Increasingly, organizations of all sizes are awakening to the perils posed by cyberattacks. For years, many groups tried to ignore the problem, dismissing cybersecurity as a concern only for the biggest, most high-profile entities, be they government or corporate. These days, more groups are coming to understand how ruinous such intrusions could be. This has...