Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. As we pursue our vision of being the most highly respected and sought-after financial advisory firm serving the middle market, Chartwell’s strategy has been to expand the breadth and depth of our team’s expertise so we can provide our clients best-in-class service and advice.
Congratulations to: Nick Braun, Rachel Flaskey, Ryan Graham, Dan Kaczmarek, Tim Lang, Tina Langlois, Ashleigh Newlin, and Joe Skorczewski
“These senior leaders exemplify the traits and values we believe are crucial to achieving Chartwell’s vision,” said Paul Halverson, CEO. “They are highly skilled and extremely well respected in their fields of expertise. We are proud of their accomplishments at Chartwell and for our entire industry.”
Nick Braun has been with Chartwell since 2007 and is a Managing Director in Chartwell’s Portland office. He provides valuation and transaction opinion services to clients across the country.
Rachel Flaskey has been with Chartwell since 2016 and is a Director in Chartwell’s Minneapolis office. She provides valuation services for corporate planning, financial reporting, and estate and gift purposes.
Ryan Graham has been with Chartwell since 2014 and is a Managing Director in Chartwell’s Minneapolis office. He provides consulting services with a specialty in ESOP repurchase obligation and sustainability analysis.
Dan Kaczmarek has been with Chartwell since 2014 and is a Managing Director in Chartwell’s Chicago office. He provides corporate finance services with a specialty in capital markets advisory.
Tim Lang has been with Chartwell since 2007 and is a Managing Director in Chartwell’s Minneapolis office. He provides valuation and transaction opinion services primarily for ESOP purposes.
Tina Langlois has been with Chartwell since 2018 and is a Managing Director in Chartwell’s Philadelphia office. She provides consulting services with a specialty in ESOP sustainability and capital structure analysis.
Ashleigh Newlin has been with Chartwell since 2018 and is a Director in Chartwell’s Philadelphia office. She provides consulting services with a specialty in executive compensation and ESOP sustainability analysis.
Joe Skorczewski has been with Chartwell since 2005 and is a Managing Director in Chartwell’s Minneapolis office. He leads the firm’s architecture and engineering industry vertical.