Chartwell Capital Advisors
Upon graduation from Trinity Episcopal High School in 2008, Coleman entered the United States Army and graduated from Combat Engineering School at Fort Leonard Wood, Missouri in December 2008. For the next four years, Coleman attended the University of Mississippi in Oxford, and was a member of the Mississippi National Guard while studying liberal arts. He is licensed to sell insurance products and is concentrating his practice in delivering outstanding service to personal and commercial line clients.
Coleman enjoys reading historical novels, English literature, and writing short stories based on his “life experiences”. He is an accomplished tennis and basketball player. Coleman can often be found with his fly rod in the middle of the James River or attending a live music venue.
With over 40 years in business, Stuart has been an Agent, Managing Director, General Agent and Regional Vice President for several major companies in the financial services business. He has led organizations to new highs in production and agency development and has a legacy of successful advisors and managers throughout the financial services industry.
Stuart manages a diverse team of financial advisors and is based in Richmond.His practice focuses on managing money and four core business area- life insurance, annuities, retirement plan services and group protection. First and foremost, Stuart is a financial planner and believes strongly that each individual and each business is unique and thus a thorough understanding of a client’s wants and needs is essential before making any financial planning recommendations.
Stuart, and his wife Marilyn, have three daughters and four grandchildren. He enjoys many outdoor activities,traveling with his family and Civil War and Virginia history. A VCU Ram,he also served as a Combat Infantryman in Vietnam.
Dennis has a wealth of experience operating and managing a number of small to medium sized companies affiliated and or sharing ownership with the management of Chartwell Capital. Dennis is a jack of all trades and currently is Chartwell’s in house manager of operations.
In addition, Dennis assists clients with business planning and corporate finance and capital funding issues. Dennis, an Atlanta native, studied business management at Kennesaw State University and holds a doctorate in theology from the John Leland Center for Theological Studies. Dennis serves as an assistant pastor at Powhatan Community Church.
Alec is a Senior Vice President with C.B. Richard Ellis, concentrating in Global Corporate Services. He has thirty years of experience in real estate with emphasis on commercial sales, leasing, consulting and development. Alex was President and CEO of Virginia Landmark. His principal activity for the last fifteen years has been tenant/Buyer representation as well as a continuing involvement in commercial sales activities.
Alex has completed over 350 transactions totaling over 3,500,000 square feet. These leases and acquisitions on behalf of clients have included corporate headquarters, state and metropolitan area agencies and several non-profit organizations spanning national, regional and local firms.
Alex is experienced in Tenant/Buyer representation, including preparation of Request for Proposals, lease negotiations, financial analysis, site selection, and market research. C.B. Richard Ellis is the world’s premier, full service real estate company, operating globally with in all the world’s key business centers.
For more than 30 years, Carroll has provided audit, tax, and consulting services to privately owned business organizations, estates, trusts, and foundations. Carroll works in the following service areas: mergers and acquisitions, structuring equity and debt financings, troubled debt restructuring, employee benefits and executive compensation, general business consulting, including strategic planning, business succession and estate planning.
Carroll also serves multi-family apartment complexes, shopping center developers, resort hotels, broker-dealers, syndicators of commercial real estate projects, venture capital funds, automobile dealers, multi-location retail and wholesale industry businesses, and numerous closely-held businesses in the manufacturing, construction, retail, wholesale, and service industries. Many of these businesses are second and third generation family owned and operated businesses. In the 2005 and 2006 surveys conducted by Virginia Business magazine, Carroll was named one of Virginia’s Super CPAs.
Richard Knapp is an attorney whose extensive business background allows Richard to “think like a business owner” when managing legal services for clients. In 1979, after practicing law for three years, Richard bought a wholesale heating and air conditioning firm with offices and warehouses in Richmond, Roanoke, and Norfolk, Virginia. In 1981, he bought and operated a sheet metal manufacturing company in Suffolk, Virginia. In 1983, Richard bought and operated a specialized food manufacturing company in Richmond. The companies were “turned around” and sold, allowing Richard to return to practicing law in 1998, where he has concentrated in corporate and business law, residential and commercial real estate development, estate planning and commercial litigation. He has advised clients on asset transactions, stock sales, asset protection, contracts, employment law and wealth management estate issues. Richard has closed real setae transactions of over $100 million and is an expert on managing legal costs in complex transactions.
Richard is a 1972 graduate of Washington and Lee University and a 1976 graduate of William and Mary Law School. He enjoys spending time in the Northern Neck of Virginia where he maintains a home on the Rappahannock River.
Rob Smith is a lawyer with a very entrepreneurial business background. He has invested in and owned a number of diverse operating concerns; including wholesale distribution facilities, a chain of restaurants, convenience and gas stations; manufacturing, construction, technology and retail oriented businesses. As managing partner of Chartwell, he has provided investment banking services for a diverse national and international clientele which includes: cigarette manufacturers, a worldwide military parts distributor, a hedge fund start-up, a retail chain of hair salons, mining companies, lumber and wood products industries, furniture manufacturers, a hydro-electric plant, Mexican maquiladora operations and various software and technology entities.
As a lawyer, he has won cases at the Virginia Supreme Court and the 4th Circuit Court of Appeals. He is an outspoken proponent of property rights and has won a number of major rezoning cases. Rob thrives on finding practical solutions to complex legal issues. Rob’s firm Robert C. Smith, PLC co-counsels legal work with many other lawyers and firms, allowing Rob to use his business expertise to manage legal work and to share his “real world” experiences with clients. Chartwell originated as a small boutique investment bank. Under Rob’s leadership, it has grown and its focus has shifted to providing professional and financial services to wealthy clients and businesses.
Rob is a native of the Northern Neck of Virginia. He obtained his Bachelor of Arts degree from the University of Virginia, where he majored in history and minored in government. Rob attended graduate school at Emmanuel College, Cambridge University, Cambridge, England. He received his law degree from the University of Richmond Law School. He was admitted to practice law in Virginia and the federal courts in 1985 and is also admitted to practice law in the United States Bankruptcy Court. Rob holds various licenses to sell insurance, real estate, and investments, and has held a Class A Virginia Contractor’s license. Rob enjoys teaching a class at the University of Richmond in Human Nature, History and Economics, as well as teaching a class on the History of the American South. He is a father of three children, Ella (27), Coleman (26), and Sally (21). Rob has coached over 50 youth sports teams. He is an avid reader and an enthusiastic supporter of the University of Virginia athletics. Rob resides in Richmond, Virginia, and an active member of St. James Episcopal Church.
Will has enjoyed a long and enriching career in the life insurance and employee benefits industry. Will is a Hanover County, Virginia native, a graduate of St. Christopher’s School and Washington and Lee University. After serving as an officer in the United States Coast Guard, Will completed Executive Management Studies at the Tuck School of Business at Dartmouth College in Hanover, New Hampshire. From 1966 through 2009, Will owned and managed several of the largest Mass Mutual in 2001. Will specializes in complex estate planning and employee benefits issues, including business succession plans. Will has won numbers professional awards and has served on and or been Chairman of a litany of civic and professional organizations. Will is married to the former Paula Rousch of Baltimore and is the father of three children, two step-children, and eight grandchildren. Will is an avid history buff, enthusiastic sports fan, and enjoys spending time at his family’s farm in Hanover.
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Copyright 2013 Chartwell Capital.
Chartwell Capital Advisors
The Branch House
2501 Monument Avenue
Richmond, Virginia 23220