Chartwell Financial Advisory Welcomes Stephanie Trunzo to its Board of Directors
February 10, 2026
Keystone Capital Management, L.P. (“Keystone”) and Chartwell Financial Advisory (“Chartwell”) are pleased to announce that Stephanie Trunzo has joined its Board of Directors.
Keystone Capital Management, L.P. (“Keystone”) and Chartwell Financial Advisory (“Chartwell”) are pleased to announce that Stephanie Trunzo has joined its Board of Directors.
In her new role, she will work closely with both the Chartwell and Keystone teams on strategic initiatives, as well as provide support in evaluating new investment opportunities across her areas of expertise.
Stephanie brings extensive leadership experience in technology, digital transformation, and marketing services. She is currently the CEO of MERGE, a marketing and technology services firm.
Previously, Stephanie served as a Senior Vice President and General Manager of Oracle Industries, where she launched the Oracle Health global business unit and oversaw the strategic acquisition of Cerner, enhancing digital capabilities for healthcare systems. Her prior roles also included executive positions at IBM and President & COO at PointSource.
“Chartwell has built a remarkable reputation as a trusted advisor, and I am energized to join the Board,” said Stephanie. “With Keystone's partnership, we have a unique opportunity to scale Chartwell's expertise with systems of intelligence to catalyze growth.”
“We are pleased to welcome Stephanie to the Board,” said Wil Becker, CEO of Chartwell. “Her deep expertise in technology innovation and building high-growth organizations makes her an ideal partner as we continue to scale Chartwell. We look forward to leveraging her insights to further our mission of delivering world-class service to our clients.”
About Keystone Capital
Keystone was founded in 1994 with the objective of investing the personal capital of its partners in high-quality businesses; patiently building long-term value alongside management through organic growth and strategic acquisitions. Keystone currently manages over $1 billion in capital across two funds. To maintain consistency with its historical investment strategy and align interest across all stakeholders, the principals of Keystone collectively represent the largest single investor in both of these funds, which has been structured with an extended life to support Keystone’s belief in investment period flexibility. Over the course of its history, Keystone has completed over 45 platform investments and more than 200 total acquisitions with a focus on commercial & industrial services, food & beverage, industrial technology, professional and technology-enabled services, technical services.
About Chartwell Financial Advisory
Chartwell Financial Advisory (www.chartwellfa.com) is a national financial advisory firm dedicated to providing strategic, long-term solutions for middle-market companies, with a specialized focus on ownership transitions and expertise within Employee Stock Ownership Plans (ESOPs). The firm offers a comprehensive suite of services including corporate finance, business valuation, transaction opinions, and consulting to its diverse client base. Established in 1995, Chartwell employs over 100 professionals across offices in Minneapolis, Chicago, Dallas, Portland, Los Angeles, Raleigh, Atlanta, Philadelphia, and Portsmouth.
In her new role, she will work closely with both the Chartwell and Keystone teams on strategic initiatives, as well as provide support in evaluating new investment opportunities across her areas of expertise.
Stephanie brings extensive leadership experience in technology, digital transformation, and marketing services. She is currently the CEO of MERGE, a marketing and technology services firm.
Previously, Stephanie served as a Senior Vice President and General Manager of Oracle Industries, where she launched the Oracle Health global business unit and oversaw the strategic acquisition of Cerner, enhancing digital capabilities for healthcare systems. Her prior roles also included executive positions at IBM and President & COO at PointSource.
“Chartwell has built a remarkable reputation as a trusted advisor, and I am energized to join the Board,” said Stephanie. “With Keystone's partnership, we have a unique opportunity to scale Chartwell's expertise with systems of intelligence to catalyze growth.”
“We are pleased to welcome Stephanie to the Board,” said Wil Becker, CEO of Chartwell. “Her deep expertise in technology innovation and building high-growth organizations makes her an ideal partner as we continue to scale Chartwell. We look forward to leveraging her insights to further our mission of delivering world-class service to our clients.”
About Keystone Capital
Keystone was founded in 1994 with the objective of investing the personal capital of its partners in high-quality businesses; patiently building long-term value alongside management through organic growth and strategic acquisitions. Keystone currently manages over $1 billion in capital across two funds. To maintain consistency with its historical investment strategy and align interest across all stakeholders, the principals of Keystone collectively represent the largest single investor in both of these funds, which has been structured with an extended life to support Keystone’s belief in investment period flexibility. Over the course of its history, Keystone has completed over 45 platform investments and more than 200 total acquisitions with a focus on commercial & industrial services, food & beverage, industrial technology, professional and technology-enabled services, technical services.
About Chartwell Financial Advisory
Chartwell Financial Advisory (www.chartwellfa.com) is a national financial advisory firm dedicated to providing strategic, long-term solutions for middle-market companies, with a specialized focus on ownership transitions and expertise within Employee Stock Ownership Plans (ESOPs). The firm offers a comprehensive suite of services including corporate finance, business valuation, transaction opinions, and consulting to its diverse client base. Established in 1995, Chartwell employs over 100 professionals across offices in Minneapolis, Chicago, Dallas, Portland, Los Angeles, Raleigh, Atlanta, Philadelphia, and Portsmouth.
